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 – September 1st 2023: Proper Planning/Documentation For Tax Minimization

It’s labor day weekend and I can imagine that many families are planning a long weekend as the kids will be heading back to school next week.   We often talk about planning, tax planning, vacation planning, retirement planning, etc.  I never reccomend doing something “just for tax purposes” but with proper planning you just might take a partial business deduction for a portion of your trip expenses.  Summer travel  plans can…  Read more

Weekly Update – August 25th, 2023 -Learn How Tax Planning Starts in Your Driveway

Another crazy week which started out nice with a vist from Elizabeth last Friday as we worked together before she headed upstate Saturday morning for a wedding then returned Sunday evening to spend time in the office with Monica on a special project as well (notice how her trip may qualify partly as a business expense- see my August 4th blog post).   Too bad Myriam, Ramona and Raquel were not…  Read more

Weekly Update – August 11th 2023 -Why Incorporate Retirement Plans Into Your Strategic Tax Plan

We have been busy in our office working on extended tax returns and working on tax minimization plans so although we had a week of rainy weather we did not feel too bad being “stuck” inside. This morning I was glad to see the sun come out and we are expecting a weekend of good weather. Sunrise Today Over Our New Rock Jetty Between Beach 130/131 The berm construction is…  Read more

Weekly Update – July 28th 2023-Putting the Tax Incentives from the Inflation Reduction Act of 2022 to Work For Our Clients…

Yes, once again I am admitting:  I am a tax nerd; attending the 15th annual Certified Tax Coach (CTC) conference in Seattle is/was the highlight of my week so far.  I can say this, as this morning starts day 2 of the conference and then tonight I head to San Diego to visit my daughter Jessie, her boyfriend Eric and my granddog Sampson.  It was a day of connecting with…  Read more

Weekly Update – July 21st 2023 – What’s in Your Tax Mitigation Tool Box

It been another crazy busy summer week starting with a Town Hall panel web presentation on IRS/NYS tax collections mitigation.  Even through we had the framework set from prior presentations a lot of time and energy went into preparing for this one and I love participating. I had a great time yet again presenting with Karen Tenenbaum, esq, CPA, Moshe Zupnick, esq, and Marisa Friedrich, esq, of Tenenbaum Law, P.C.. Town…  Read more

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 – 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 – September 23rd, 2022

It’s been the week of 100+ figs, some days I pick 5 or 6 and others 20 to 30, then a friend will stop by and find yet another ripe one and pop it in their mouth.  My favorite way to eat them is split in quarters, sprinkled with feta cheese and then grilled; very easy, very delicious, very healthy, they can pass for dessert.  It’s also been a week…  Read more

Weekly Update – September 16th, 2022

My daughter Jessie and her dog Sampson have been the perfect house guests but they head back to Atlanta tomorrow night. It was great that Jessie could vacation here and then work remotely. Sampson has been spending time in the office with Raquel and me as we worked towards our September 15th deadline.  So this morning I know he will be happy to resume our daily beach walks, I think…  Read more

Weekly Update – September 9th, 2022

A recent New York Times business section article “Peloton Regrets? You’re Not Alone”, featured various household items in a garage sale, so of course I had to read it.  As many of you know, my exercise equipment gets plenty of use; being able to cross train has kept me “mostly” injury free for years.  I hope the exercise equipment that others bought as an alternative to their usual gym workouts served them…  Read more

Weekly Update – September 2nd, 2022

Fun fact: Beginning in 1882 Labor Day has been celebrated on the first Monday in September as a way to honor the women and men who campaigned tirelessly for workers’ rights and give most workers a three-day weekend off from work.  In the true sprit I am getting ready for Labor Day Weekend 2022, with plans for planting my fall garden, continuing my hip rehab with barefoot walks on the beach, barbeques…  Read more

Weekly Update – August 26th, 2022

If you live in the right place, even if you are an annoying parent, your kids may come for a staycation, may invite their friends, and if you are really lucky bring their kids and/or pet.  The timing is great for me, this week I progressed to walking for 2 miles barefoot on the beach with no cane and no pain.  While I am grateful to my husband who accompanies me…  Read more

Weekly Update – August 19th, 2022

Don’t you just love the summer, most of us don’t want to be inside cooking; even if you don’t have your own garden there are many great options at local markets and farmer’s market which enable you to chop, slice, and mix your way to an impressive and delicious spread.  I am not complaining, but Raquel and I are “struggling” to decide which “garden to table” lunch to have.  This…  Read more

Weekly Update – August 12th, 2022

Week 6 seems to be a turning point, now I keep loosing my cane, I still hold it when I am out in the garden because I am a bit klutzy and the ground can be uneven, but it feels good to be back on two feet.  Enough talk about new hips, let’s talk about our summer harvest, are you growing tomatoes this summer, are they heirloom variety?  If so…  Read more

Weekly Update – August 5th 2022

I am in mid-week 6 of my hip replacement recovery and glad to see real progress as I have returned to my office for 3/4 days and am able to walk without a cane and use just the hand rail for assistance on the stairs.   Now I am also back in my garden picking those cukes, and string beans that like to hide in their leaves… What could be better…  Read more

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