Blog

We survived the first major tax deadline day of tax season 2024 and were able to celebrate a bit last weekend even with the rain on St. Patrick’s Day.  It’s amazing what some dogs will put up with for a bisket or photo opp.  At least they were able to stay inside and pose for “St Patrick’s Day Dog’s on Parade”… Winston Such a Good Sport Mitchie, Service Dog in…  Read more

Today is a major deadline day, it’s like a perfect storm for me with a sunny afternoon and mild temperature expected later.  I really wanted to stay out on the beach and continue my walk even though it was overcast at 7AM.  Not gonna happen as today is March 15th, the perfect tax season deadline storm of beautiful weather and several major business, fiduciary/trust and partnership tax return, election, estimated…  Read more

All the talk of Groundhog Day reminded me about the 1993 movie starring Bill Murray, probably a good choice for streaming tonight with a bowl of popcorn.  As I googled the Old Farmer’s Almanac also popped up on my feeds with comments about how people swear by it.  For me I am happy to check the daily and weekly weather forecast and the Rockaway Beach tide charts on my cell phone.  At least…  Read more

Hanukkah, “The Festival of Lights”; the holiday that commemorates the rededication of the Jewish temple in Jerusalem in the 2nd century BCE started last night: Thursday December 7th.  We know it as the time for Hanukkah traditions like:  lighting the menorah 🕎(adding one candle each night), giving and receiving gifts 🎁including chocolate gelt (chocolate coins) 🪙, playing spinning the dreidel (colorful top) and those delicious latkes (potato pancakes)  and apple sauce. Happy…  Read more

Black Friday, for me is a day to sleep in, post my weekly blog/newsletter and spend the day with family.  We arrived in Michigan late Wednesday evening and have been enjoying this family time.  Take a look at my weekly take away and you will see this week what is most important to me, as I keep this very short and sweet… Detroit Delta Lounge Meet-Up for Next Flight ✈️…  Read more

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

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

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

A week of sunrises and a shout out about my pod cast interview with Marielle Segarra and her team who produce Life Kit for NPR.  I love how they were able to take some very complicated issues and create a segment that was so concise and understandable.  Here’s the link to the segment… and now for a week of sunrises, with a sunset and a sunrise omelet substitute tucked in… Red Sky,…  Read more

Is it cheating if I fill our weekly blog with photos and go lite on tax details as we count down the remaining available days to complete our work before the next deadline or until we go on vacation?  This week we celebrated our 42 anniversary and welcomed our new grandog Rory into the family. How does a CPA plan a wedding during tax season?  We got married before I entered…  Read more

We in the Northeast were hit with some stormy weather this week, we got rain, but those north of us were hit with multiple snow stoms.  The snow looks so beautiful as long as it’s not your job to shovel… Sunapee New Hampshire Over 2 feet of snow this week in New Hampshire, look at those snow banks! We here in southern Queens received many inches of rain, while friends…  Read more

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

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

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

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

This week you will probably start receiving your 2022 tax forms as January 31st is the filing deadline for w-2’s and 1099’s, so keep an eye out and start collecting those forms in a file and get ready to scan them into one pdf file for safekeeping and submission to your tax professional.  This time of year it is most important to me to keep to my routine of getting…  Read more