Weekly Update–November 15th 2024-My Bags are Really Packed ✈️💼AND We Are Still Updating Our Office Process for Client BOI Reporting Support …

Welcome to our Weekly Digest – stay in the know with some recent news updates relevant to business and the economy. My bags really are packed and include a special squeaky toy” for my grand-dog Rory; we certainly want to make sure he is happy to see us and candy is a no-no.  As we head to Michigan for a long weekend visit we are thrilled that the weather there…  Read more

Weekly Update–October 11th 2024-Looking for Disaster Relief News & News of No More Disasters⛈️⚡💨☮️💗🌈

The Jewish Holidays continue with Yom Kippur beginning at sundown this evening and the hope that according to Jewish law we start a new year with Rosh Hashanah and the opportunity for a clean slate for peace, health, happiness and harmony and I am hoping this can be true for 2024/5785.  Having lived and survived Hurricane Sandy with memories that fade, but never leave me, I’d like to add no…  Read more

Weekly Update–October 4th 2024-Enjoying the Holidays 🍎🍯🏛️📚 as Tax Season 2024 Winds Down AND…

I love my family and love to spend time with them, but most of them are scattered across the country with only a few within driving distance. When the holidays arrive, as they have this week, I am so grateful for the friends who are my chosen family, we plan holiday meals and always have a great time with plenty of laughter and a delicious meal… The Table is Set…  Read more

Weekly Update–August 16th 2024: Hot Summertime Topic 🏖️: ERC Claims & Voluntary Disclosure Program Reopen

Some summer mornings it just feels good to burrow down under the covers with the A/C blasting and no scheduled appointments.  When I walked to the beach this morning it seemed the sun had a similar idea.  My weather app did say it would be overcast at sunrise with partly sunny skies at 8 AM and full sun starting around 10 AM.  I was hoping for a brilliant sunrise as…  Read more

Weekly News–August 2nd 2024: Electric Cars 🏎🚗🚔🚙 Are Not New but the EV Tax Credits Are…

I looked up my blog post from last year (July 28th)  and see that some things never change.  Wednesday morning was a bit hectic as I prepared for my trip to Detroit for the 2024 annual Certified Tax Coach Reunion.  I woke up early, walked on the beach, took a 45 minute workout on my “pele”, then re-packed, printed some paperwork for the plane and headed out to JFK.  Thanks to Raquel…  Read more

Weekly Update–May 24th 2024-Memorial Day 2024; Thank You for Your Service

It’s Friday and the start of Memorial Day Weekend – Reminder that although this weekend may be the unofficial start of the summer for many of us, however, it‘s significance is actually in remembrance and thanks to our brave soldiers and war heroes: Thank You for Your Service!   You are very much appreciated and not forgotten.  Thanks to those who defend our country we are able to go about our lives,…  Read more

Weekly Update–May 17th 2024-Proactive Planning Works in Your Garden🗓️ 🪴🌼and in Your Office 🏢

Mother’s day weekend did not disappoint.  Early Saturday morning my friend Edith and I took our annual trip to the Brooklyn Terminal Market for flower and vegetable plant 🌼🪴shopping; then stopped in the huge Caribbean supermarket on site where we shopped their amazing spices, rice, flour and grains sold by the pound from large barrels.  At home we prepped the soil and then relaxed for the rest of the weekend……  Read more

Weekly Update- April 19th 2024 & Our Bags are Packed 💼🧳✈️🏔️🚠⛷️😎

The April 15th 2023 tax deadline is in my rearview mirror and it’s definitely time to relax, reflect, party and take a much needed vacation. For me that all started Tuesday, with a long walk at sunrise followed by a nap, soak in my whirlpool tub, leisurely bagel brunch and then another nap.  What, no workout, NO, I needed a break from that too.  I am glad I was able…  Read more

Weekly Update–April 12th 2024: Tax Season 2024✏️- Last Minute Suggestions ⏱️📃

This is the last time (for a while) that I will refer to tax season 2024 in my weekly blog.  We all know that tax season never really ends until the IRS and most states shut down their e-file portals in October, but we can dream.  Every year we say “this has been the worst tax season ever”, and it has been yet again.  Friends and family roll their eyes…  Read more

Weekly Update–April 5th 2024-Tax Season Deadline Countdown⏱️Remember IT’s Better to Extend Than Amend 📝✏️💰💰💰

What a difference a day or an hour can make, especially here at the beach. This morning I “slept in”, yes at 7 AM I missed that classic shot of the sun rising out of the ocean on the horizon, but with no wind, no rain, it really did feel like a spring day…. 7 AM this Morning The votes are in; Saturday Morning Sunrise – Favorite of the 4…  Read more

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