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Handling Customers In Stressful Times

Thursday, February 18

I am simultaneously eager while also being slightly horrified that tax season has officially begun. Horrified, simply because the IRS has been significantly behind the 8-ball this year, and I still can't believe that we're already halfway through February 2021. EAGER ... well, because there are s...


Tax Time Is Here...Time For Estate Planning

Thursday, February 18

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride. With new PPP loans for small business owners, credits aplenty in all of the variety of stimulus bills, DELAYS from the IRS, fraudulent unemployment claim...


The REAL Numbers To Be Watching

Monday, February 08

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The year was 2002, and life look...


A Back Log At The IRS

Tuesday, February 02

For many small business owners, and families, it can seem that the government has simply been throwing money around and not paying attention to what is done with it or collecting what is due. After all, there is a backlog of notices that the IRS is STILL sending out, which delayed the beginning o...


A Checklist For Tax Prep

Tuesday, February 02

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for business owners. That's just the tip of the iceberg though. But this is the great thing about working with business, your tax pro can get so creative and make a MASSIVE impact for your b...


HELP FOR YOUR BUSINESS - The 6-Tax Code Options

Friday, January 29

My goal today is to simplify your options. There is so much noise, and so many conflicting voices about all of this, that I wanted to give you an authoritative, basic rundown of what's being made available to you and other small business owners by the federal government. These kinds of programs a...