Weekly Update–September 8th 2023: Tax Deadlines Loom

This morning I was feeling a bit frustrated as I worked on my weekly take away so I “popped” it into ChatGPT.  I wasn’t asking for advice and didn’t give it any parameters, but it totally picked up on my mood.  “It sounds like you and your team are facing a challenging situation as you approach the tax filing deadline, and I can understand how stressful it must be to…  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 18th, 2023 -Learn How Tax Planning Starts at Home

Another busy week with some exciting news.  We all yearn to help make a difference in our environment; I have been composting for over 20 years, creating “black gold” for my vegetable garden, flowers and shrubs. Just last night my husband and I started the process to install solar panels on our house.   The US Tax Code is influencing my behavior while enabling me to reduce my carbon footprint.  We…  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 – 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 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 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 31st, 2023

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

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 – 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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