Memo – How can WeWorks’ Problems Benefit Your Company?
To listen to the podcast version of memo click here —> Podcast Version We've all been hearing how WeWorks is on the verge of bankruptcy or total collapse. How can [...]
Democratic Candidates, Will You Sign This Contract With The American People To Never Raise Taxes If Elected?
Questions? Concerns? Call me on (732) 673-0510. Get my memos in your inbox by clicking here ---> http://eepurl.com/7rJdT Click here to request a consultation or ask me a [...]
Memo – Partner or Stockholder? Are You Given A Full Copy Of That Company’s Tax Return At Year End?
To listen to the podcast version of memo click here —> Podcast Version Many of my clients are the main partner of their partnerships or their corporations. Some of my [...]
Memo – Analysis of Elizabeth Warren’s Wealth Tax
To listen to the podcast version of memo click here —> Podcast Version Like many Democrats, Elizabeth Warren openly espouses raising taxes on the rich. You will hear them say [...]
Memo – 2019 FLSA Overtime Final Rule Changes: 5 Key Facts
The Department of Labor (DOL) issued changes that substantially increase the minimum salary requirement for certain exemptions under the Fair Labor Standards Act (FLSA). The final rule is scheduled [...]
Tax Memo – Is Sugar Baby Income Taxable?
To listen to the podcast version of memo click here —> Podcast Version I published a comprehensive book on running your Sugar Baby or OnlyFans Business and how to handle [...]
Tax Research – Is A Monetized Installment Sale Approved By The IRS?
To listen to the podcast version of memo click here —> Podcast Version The short explanation of this technique is that instead of selling property from person S to person [...]
Interview – Tax Update with Chris Whalen, CPA and David Crossan, CFP, July 2019
Click the video below to listen to this informative interview with Chris Whalen, CPA & David Crossan, CFP Topics: Trump's First Tax Season Is Over. How Did He Do? NJ [...]
Memo – New York State Budget Summary of Sales Tax Changes 2019-2020
If you collect or are subject to NY State Sales Tax, please take a moment to review this important pdf memorandum from NYS. Click here to open the pdf [...]
Report – Reasons My Male Clients Left Corporate America
To listen to the podcast version of memo click here —> Podcast Version Since Trump was elected, there has definitely been an uptick in the number of meetings I have [...]
Memo – Real Estate Agents and Flippers! Zillow Is Coming For Your Income
To listen to the podcast version of memo click here —> Podcast Version First, a message to anyone looking to sell or buy a home. ALWAYS engage a quality Realtor. [...]
Memo – Real Estate Agents and Flippers! Zillow Is Coming For Your Income
To listen to the podcast version of memo click here —> Podcast Version First, a message to anyone looking to sell or buy a home. ALWAYS engage a quality Realtor. [...]
Memo – Waiting On A Tax Refund? Check The Status Here
You will need information to verify your identity to access your refund status on these websites. Federal Refund Status: If you need to check the status of your refund, you [...]
Memo – NJ Short Term Rental Owner? Using Airbnb, VRBO, HomeAway or TripAdvisor? Read On
To listen to the podcast version of memo click here —> Podcast Version Many of you already know that I've been heavily involved in the short-term rentals sales tax issue [...]
Memo – Married? Maybe You Should Be Single!
To listen to the podcast version of memo click here ---> Podcast Version No, this isn't marriage counseling! This memo relates to the status that you selected on your [...]
Interview – Tax Reform Update with Chris Whalen, CPA and David Crossan, CFP, Feb 2019
Click the video below to listen to this informative interview with Chris Whalen, CPA & David Crossan, CFP Topics: Is your refund lower? Don't believe your taxes have increased! SALT [...]
Memo – Refunds Lower? Most Likely It Does NOT Mean Your Taxes Have Increased
To listen to the podcast version of memo click here ---> Podcast Version Already have questions? Call me on (732) 673-0510. Many taxpayers are going to find that their [...]
Memo – Opportunity Zones Frequently Asked Questions
Already have questions? Call me on (732) 673-0510. Q. What is an Opportunity Zone? A. An Opportunity Zone is an economically-distressed community where new investments, under certain conditions, may [...]
Memo – The Government Shutdown and Your Taxes
To listen to the podcast version of memo click here ---> Podcast Version Already have questions? Call me on (732) 673-0510. I prepared this memo because I've been getting [...]
Tax Memo – Is Your S-Corp Saving You Taxes or Helping Evade them?
To listen to the podcast version of memo click here ---> Podcast Version Already have questions? Call me on (732) 673-0510. First, there are business coaches and consultants spreading [...]
Book Announcement – Be The Chocolate Milk Now Available
Do you dream of being an entrepreneur or know someone who does? Or do you want to be a better one? Do you sell what is perceived to be [...]
Tax Memo – Crypto Currency Year End Tax Planning
To listen to the podcast version of this memo, click here https://youtu.be/_b9zF8iDuAk To read my detailed memo on crypto first, click here https://tinyurl.com/y7slxsx7 Already have questions? Call me on (732) 673-0510 [...]
Interview – Chris Whalen, CPA with David Crossan, CFP 2018-1128
Click the video below to listen to the discussion between Chris Whalen, CPA and David Crossan, CFP where they discuss. The Student Loan Crisis 20% Deduction - Qualified Business Income [...]
Tax Memo – See How Tax Reform (Tax Cuts and Jobs Act) Affects Your Business
The Tax Cuts and Jobs Act, enacted in December 2017, affects nearly every business and individual in 2018 and the years ahead. As a small business or self-employed taxpayer, you [...]
Memo – NJ Amnesty Letter – Did You Get One?
NJ has sent Amnesty Letters to 750,000 businesses and individuals, who they think might qualify. NOTE: Amnesty Full Details and Criteria Below These letters will have an Amnesty ID [...]
Memo – If The Stock Market Crashes / Corrects, Are You Positioned Correctly?
To listen to the podcast version of this memo click here --> Podcast Version This memo is for anyone that has investments in the stock market, either in their retirement [...]
Tax Memo – Owe Back Taxes? Your Passport May Be At Risk
If you have seriously delinquent tax debt, IRC § 7345 authorizes the IRS to certify that debt to the State Department for action. The State Department generally will not [...]
Tax Memo – NJ Short Term Rentals Now Subject to Sales Tax & State Occupancy Fees
This law is repealed BUT - THIS WILL NOT BE RETROACTIVE TO 10/1/2018. Important Notice to Sellers and Purchasers of Transient Accommodations Amendments to the Sales and Use Tax [...]
Tax Memo – Tax Planning Is The Most Important Part of Financial Planning
To listen to the podcast version of this memo click here –> Podcast Version Of course the CPA you choose is the most significant professional choice you can make. ;-) [...]
Tax Memo – Are You Eligible For Trump’s Passthrough Tax Reduction?
Trump's Tax Plan includes a Qualified Business Income (QBI) Deduction. This deduction gives up to a 20% deduction on certain business income and uses sometimes complicated formulas. This deduction [...]