General Archives |

When and if to sell

I had a meeting where we were reviewing a couple’s joint tax return prior to submission.  During the conversation, I was informed that while they were a relatively new startup company, they had received an offer to purchase their company. The offer was reasonable.  No...

W-2 and tax reduction

As happens every year, I had a meeting with a W-2 couple who were unhappy with the amount of their income tax liability. The clients’ earnings are sufficient to trigger all of the phase-out’s and are now subject to the wonderful new taxes that have been created just...

Healthcare.gov at work

Taxpayers are seemingly in the clear for the government’s own screw-ups.  The Internal Revenue Service decided that they will not try to collect additional taxes from those taxpayers who have already filed their taxes after receiving incorrect information from the...

Millennials and mentoring

It seems that the previous generations (Baby Boomers and Gen Xers, but mostly Gen X) are having some difficulties relating and managing their employees who are classified as Millennials or Gen Y.  Generation Y is considered anyone who was born between 1980 and early...

Meetings

I am not sure why, but there seems to be a number of articles in various publications about how to run and act in meetings. Some have been ridiculously basic and at least one had some interesting ideas, or at least ones I agree with. The funny thing is I have a client...

The “Dirty Dozen” Tax Scams for 2015

The IRS has issued their 2015 listing of their “Dirty Dozen”.  These are the most prevalent tax scams that are impacting our country. I have written a few times regarding the first one: the phone scams.  These people have called me personally and I have called them...

Pin It on Pinterest