Teach a Man/Woman to Fish…

I have returned from an amazing 3 day tax and accounting symposium on Long Island sponsored by my professional group. Bad news – there were so many great sessions, it was hard to choose. Good news – most of the sessions were taped, giving me a chance to listen to those I may have missed during some down time in my office. No one believes that their education ends when…  Read more

5 Tax Highlights: Hurricane Harvey, Irma & Maria Victims

It’s been 2 months since Hurricane Harvey, Hurricane Irma and Hurricane Maria hit, changing lives forever.  The Disaster Tax Relief and Airport and Airway extension Act of 2017 signed into law on September 29th offers specific disaster victims alternative methods of reporting eligible Hurricane Harvey, Irma and Maria disaster losses on their 2017 tax returns.  Remember these are temporary and limited to specifically identified areas and victims. Please visit our…  Read more

Hurricanes Harvey, Irma and Maria: 9 Financial Options

9 Financial Opportunities for Disaster Victims of Hurricane Harvey, Hurricane Irma & Hurricane Maria: Small Business Administration (SBA) loans, grant money, employer credits, charitable contributions and relaxed restrictions on accessing your retirement funds for assistance with building back your life. I am a Hurricane Sandy victim and survivor. My home and office are located on a beach block in Rockaway Queens, New York. Our street became a river and I…  Read more

Lessons Learned from Hurricane Sandy

I too am a disaster victim and survivor.  I woke up on the morning of October 29th, 2012 to clear skies and stepped out of my house, walked down my front stairs onto the 3 feet of sand that had washed up from the beach during the storm.  As I started walking towards the beach (at the end of my block) I thought to myself “I don’t remember Kathy’s house having a…  Read more

Tips on Working Virtually whenever life takes you out of the office

I took a road trip with my daughter last month. Over the course of four days, we flew from our home in New York City to Detroit, Michigan and then drove to Norman, Oklahoma. In between snapping photos and sampling burgers along the way, I was able to review my office files, participate in a virtual business conference, and view logo proposals. If I had taken this trip even 10…  Read more

Tips for Tax Pros Working Virtually

Whether you’re on vacation, at a firm retreat or simply away from the office, all of us connect while we’re gone to our work, family and friends. Nowadays, it’s not a matter of if you’re going to connect, but rather how to do it consistently and efficiently. We asked several tax practitioners for their guidance. Read more on tips for tax pros working virtually in Scott Cytron’s article on TaxPro…  Read more

5 Reasons You Should Join a Professional Association

Years ago, I trained and raced a six-“man” outrigger canoe as a member of a local club. A few mornings each week, our team would meet at the boat and train for several hours to ensure each team member set his paddle into the water simultaneously, producing a consistent stroke rate and length. Over the course of the summer, our team participated in 10 40-mile races on the East Coast.…  Read more

Moving to the Cloud: One Firm’s Journey from the “Aha Moment” to Finding Success and Comfort

Like many of you in the accounting profession, I attend several accounting and technology conferences each year to listen to industry leaders and network with my peers. I read countless articles and survey result reports about the future of accounting and business and pick the brains of the accounting conference sponsors. It was the last week of April 2015. I was a participant in a special mini marketing/business growth program.…  Read more

Unlike Previous Disasters, Few Tax Breaks After Sandy

It’s tax season and many residents of New York and New Jersey lost homes, property and paperwork, making this season particularly difficult, but after Sandy, residents aren’t getting the kind of tax breaks that victims of previous national disasters have received. The IRS released a slim volume back in 2006, known as Publication 4492. If you missed it, that’s because it applied to victims of Hurricanes Katrina, Rita and Wilma,…  Read more

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