Weekly Update – July 14th, 2023

We see many news reports, blog posts and webinars discussing AI, Bots, and ChatGPT.  Most highlight the benefits of having AI assist in the repetitive data entry and review, while others point out the concerns staff members have about being replaced by evolving technology.  This week I attended a webinar hosted by my professional group and we were once again reminded that this type of technology is a tool that…  Read more

Weekly Update July 7th 2023

It’s a beautiful day here in Michigan where we are visitng for an extended weekend.  We have great plans for the next few days so this week’s blog will be short and sweet    We arrived late last night; here is my view as I write today’s blog… Sunrise on the lake this moring I am glad we were finally able to visit and not only spend time with our daughter…  Read more

Weekly Update – June 30th 2023; Happy Birthday USA!

Some of us may have great bosses who have closed their offices on Monday allowing their staff to enjoy a four day weekend.  No matter what our work plans are I look forward to the weekend and maybe a bar-b-que or 2 and expect/hope many are of you are planning, picnics and outings with family and friends. I hear the weather will be a bit iffy here in NYC with some scattered…  Read more

Weekly Update – June 23rd 2023

This week I attended the amazing CASCPA annual symposium in person.  What a great surprise to see good friends presenting and to meet colleagues of others.  I left home at around 7 AM and was worried about the traffic and parking, and snuck in a bug battle that morning so I forgot one of my prior take-aways “bring business cards to all in person events…”; no problem, I was able to connect via social…  Read more

Weekly Update – June 16th 2023

This has been a week of “attack of the killer CPA”.  I have been on the warpath against the spotted lantern fly nymphs that appeared on my fig tree Saturday afternoon and the green/white aphids which showed up on my tomato plants Wednesday morning.  I am so grateful for the many garden blogs and articles I have accessed this week. I started with a spray bottle of white vinegar and graduated to a pump…  Read more

Weekly Update – June 2nd 2023

We have good news this morning as the debt limit bill, (H.R. 3746), the Fiscal Responsibility Act passed the senate and house and is being sent to President Biden for his signature; the nation’s debt limit ceiling will be suspended until January 2025.  This may be just what economy needs in order to stabilize. This morning I read The Motley Fool blog about the market and Warren Buffet’s advice to buy and…  Read more

Weekly Update – May 26th 2023

Many really nice bosses (hint, hint) are wrapping up a week of work with a short Friday so we can enjoy this 3 day weekend honoring our Veterans and spending time with friends and family at the beach, park or attending bar-b-ques. I am happy to share some cool construction photos as the beach conservation continues, these cranes are just on the next block… New beach preservation jetty construction Jetty…  Read more

Weekly Update – May 19th 2023

I am thrilled that the nice weather is finally here and the sand is warm enough to walk on it barefoot.   I am glad I am following my April 21st Take Away with a twist, we now take “barefoot breaks”… Beach Break Get ready for the fig reports, I am not sure if we will have a “crazy” crop like last year but…. It’s Spring & it looks like we will have…  Read more

Weekly Update – May 11th, 2023 – Happy Mother’s Day

We met our tax season 2023 deadlines by filing tax returns and extensions as needed; it’s time to focus on new tax laws, tax plans, and regular monthly and quarterly filing deadlines.  As a tax nerd I love joining panels and speaking with small business owners highlighting rules, trends, and situations to beware of.  Just this week I was thrilled to be included on a panel with Karen Tenenbaum, esq and…  Read more

Weekly Update – May 5th, 2023 – Happy Cinco de Mayo

Today, Cinco de Mayo actually marks the anniversary of the 1862 victory by Mexican troops over invading French forces at the Battle of Puebla. The triumph over the better equipped and more numerous French troops was an enormous emotional boost for the Mexican soldiers led by Gen. Ignacio Zaragoza. Today Mexican American’s  get together with friends and family to celebrate. Enjoy! Home sweet home! No matter how great a time we have, …  Read more

Weekly Update – April 28th, 2023

As much as I love non-stop work, deadline pressures and stress, a week of vacation first skiing in amazing conditions with my kids and longtime friends then on to southern California for a long weekend is just what I needed. On Tuesday morning we carved “first tracks” yes, fresh powder in April at Snowbird mountain in Utah.  I followed my pre-weekly take away and didn’t “overdo it”.  I even joined morning yoga…  Read more

Weekly Update – April 21st, 2023

A huge thanks to my brilliant, loyal. hard working, amazing staff, thanks to your efforts and support we successfully navigated yet another tough tax season.  Now it’s time for a vacation, a few days off, and some relaxing “me and family time”.  I am heading out to Salt Lake City Utah for a short ski week.  Snow in April? Yes this year they recorded over 900 inches this season (approximately…  Read more

Weekly Update – April 14th, Tax Season Deadline Countdown

Taking cues from my prior blog posts I have kept up my daily walks on the beach at sunrise followed (most day’s) by a high intensity indoor workout.  This week I increased my walk by 1 jetty which added to my miles and photo ops.  Just a few more days to go as I look forward to our “after tax season ski trip” to Snowbird Utah and then a visit to my…  Read more

Weekly Update – April 7th, Happy Passover and Easter 2023

It’s been another crazy, busy week between the holidays and the countdown to the April 18th tax filing deadlines.  I am so glad to have good friends who are the family we choose; who we joined for a seder on the first night of Passover enjoying a night of tradition, laughter and great food, what could be better… From our Passover Seder Dark chocolate fondue with fruit, shmura matzo and afikomen…  Read more

Weekly Update – March 10th, 2023

Today I got up early to run, yes run on the beach for a short stretch, then head home to another fun day in the office at tax deadline crunch time…  Just like yesterday, it is great to be able to do the things I used to do.  So I am picking out what I think are my best shots of the week and sharing them with a huge smile.…  Read more

Weekly Update – March 3rd, 2023

We had some crazy weather this week here by the beach we received a dusting of snow which melted right away.  I was hoping to see a bit more as someone who doesn’t have to shovel or brave icey roads to get to work.  For me a nice tax season 15 minute break would be a cup of hot chocolate as I watch the snow fall.  So thanks for sending…  Read more

Weekly Update – February 24th, 2023

Sometimes my only incentive for getting up at 6AM is to walk on the beach at sunrise.  Even when I know the clouds will block the sun like this week on President’s Day, when many people celebrated with an extra day off and some extra sleep.  Even with no sun I was able to take some cool photos and my phone showed them as black and white…   No sun…  Read more

Weekly Update – Feburary 17th 2023

I know I am a bit crazy, but I really do feel there are certain benefits to getting up and out by 6:30 (even when on vacation,) and earlier when you have an early morning commitment.  Today it was a 1 hour trip to downtown Brooklyn to the Long Island University Brooklyn campus to participate as a judge for the  Virtual Enterprises International, Inc. (VEI) NYC Business Plan Competition.  The last opportunity I…  Read more

Weekly Update – February 10th, 2023

I am excited to be writing and posting this week from my AirBnB in Brickell Florida, with a beautiful view of the bridge to Key Biscane; I am here for a special family friend’s wedding… Rickenbacker Bridge, Miami, FL My daughter Emily is in the weeding party, she and my son-in law Jeff extened their trip and have been down on the West coast for a few days, thank you Jeff…  Read more

Weekly Update – February 3rd, 2023

I started writing this week’s blog/newletter while on the water heading into “the city” for a few meetings ; I feel so lucky to be able to take the NYC Ferry to peir 11 in Manhattan.  I took this shot as we passed under the Marine Parkway-Gil Hodges Memorial Bridge as we started our journey… Marine Parkway-Gil Hodges Memorial Bridge Than as we continues on we traveled under the Verrazano Narrows Bridge, the…  Read more

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