Tag: tax planning

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

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

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

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

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

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

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

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

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

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

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

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

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

“WELCOME TO 2023” and yet another opportunity to start fresh with a New Year’s resolution, or not. I was curious, and googled “what is the average time a new year’s resolution lasts”, no fear, all will be revealed.  I didn’t really want to make a resolution even though I have been thinking about this and planning my reveal for weeks. Nothing easy like exercise at least 5-6 times a week or so…  Read more

It’s so great to receive those holiday photo cards as we watch the kids get bigger and go from cute to beautiful or handsome, while we still look so great too.  We also know we are doing something right when our clients show us extra appreciation with thoughtful and yummy gifts/gift baskets.  Thanks for thinking of us. Notice the new photo size; after a few quires to my website people…  Read more

It’s December 9th, not a scary date to most of us, nor does it sound like time is running out, but it is.  There is still time for tax planning, and please don’t groan but this excites me. Yes I’m a bit nerdy, but I do love this time of year. This is a great time for our year-end client meetings which may culminate with a plan enabling our client…  Read more

How fortunate I feel to have been able to spend an extended Thanksgiving holiday with my family and friends.  It was great to get away and clear my head.  The morning sunrises over Gourdneck Lake, MI were spectacular Sunrise on the lake As great as our vacation was, I celebrated when our plane flew over Rockaway beach, “there’s no place like home” View from our widow seat as we approached…  Read more