Memo – Business Owners – Your To Do List BEFORE 12/31
I recommend that all business owners execute all items on this list before the end of the year. Waiting To Plan Until January Is Too Late! Business Owner? Have [...]
Tax Memo – What Is Self-Employment Tax?
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Memo – Small Business Owners – URGENT – Corporate Transparency Act (CTA) – Beneficial Ownership Information (BOI) – Closely Held Companies Have New FinCEN Reporting Requirements
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. UPDATE 12/4/24 [...]
Tax Memo – Form 1099K | Myths & Facts
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Podcast – A Case Study – Rental Real Estate Investability Analysis
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. It is best to watch this podcast as well [...]
Tax Memo – 2014 Offshore Voluntary Disclosure Program Is Closing
Purpose of the streamlined procedures The streamlined filing compliance procedures describe below are available to taxpayers certifying that their failure to report foreign financial assets and pay all tax [...]
Chris Whalen, CPA Article Mention In Fast Company – 63% Of Financial Advice On Tiktok Is Misleading, One Study Found. Users Love It Anyway
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. January [...]
Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!
This Snow Day is a great time to start gathering your income tax data. I prepared the checklist below to help you get started. As always, if you have [...]
Memo – IRS Launches Paperless Processing Initiative
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Taxpayers will [...]
Memo – 529 (Qualified Tuition Programs) Plan Basics
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. A qualified [...]
Tax Memo – Year End Individual Tax Information Gathering Worksheet
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. The [...]
Replay Of Live Seminar – 2023 Tax Update For Real Estate Agents & Business Owners | Gloria Monks Host
First, thanks to Gloria Monks, Realtor, for hosting this seminar! You can find her information here. Gloria Monks Realtor. She is one of my most trusted realtors in my [...]
Memo – Solar Credits For Rental Properties? Many Aren’t Aware!
Many of you are aware of the Residential Energy Credit which applies to any residential property used as your home. This is where the Solar Energy Credits are taken. This [...]
Tax Memo – Do You Have A “Side Gig Or Hustle?”, This Memo Is For You
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Are you [...]
Memo – Onlyfans Creators | Has The IRS Contacted You? | Call Me If You Need Advice
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. To [...]
Memo – Venmo & CashApp | Only Business Transactions Are Being Flagged NOT Personal Transfers
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Money received through third-party payment applications from friends [...]
Tax Memo – Claiming A Child As A Dependent When Parents Are Divorced, Separated Or Live Apart
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Parents [...]
Tax Memo – Paypal Year End Tax Form Upload Requirements (IRS Forms 1099K & 8832)
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe I [...]
Podcast – IRS Hiring 82,000 New Agents! A CPA’s Perspective
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop listening and call me on (732) 673-0510. To read [...]
Memo – IRS Hiring 82,000 New Agents! A CPA’s Perspective
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns about being audited right now? Stop reading and call me on [...]
Tax Memo – IRS Mileage Rate Going Up For The 2nd Half of 2022
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe This [...]
Memo – Mortgage Rates Are Up 61% This Year – A CPA’s Perspective
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe This [...]
Scam Alert For NJ Businesses – NJ Annual Report Mailer Scam
Most NJ Businesses, especially LLCs and Corporations, need to file a NJ Annual Report and pay a $75.00 fee. This is in addition to any income taxes you may [...]
Tax Memo – Travel Nurses (And All Medical Professionals) – Do Not Claim Exempt For Withholding Taxes!
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Many [...]
Tax Memo – IRS To Suspend Most Monthly Collection Letters Until They Reduce Their Backlog
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe WASHINGTON [...]
Podcast – Is Your CPA / Tax Preparer Elderly? What Happens If They Pass Away?
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To read the text version of this podcast click [...]
Memo – Is Your CPA / Tax Preparer Elderly? What Happens If They Pass Away?
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To listen to the podcast version of memo click [...]
Podcast – A Case Study – Rental Real Estate Investability Analysis
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. It is best to watch this podcast as well [...]
Memo – Business Owners! Remember To Take A Picture Of Your Odometers On New Year’s Day
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe First... HAPPY NEW YEAR! This has been a year full of business collaborations and referrals. So [...]
Memo – Did You Receive An Advance Child Tax Credit Payment (ACTCP) In 2021?
Are you a parent who alternates years taking a dependent child? If NOT, skip this paragraph. If you had a child tax credit last year, but this year you [...]