We are in that “calm before the storm” period before busy season begins in earnest for us, and it’s a great time for us — and for you, in my opinion — to take stock. As we prepare for the increased activity and communication level that...
Now that we are into the first full work week of 2018, how are you feeling about your direction? We’re here, and we’re in your corner. I’d love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to...
Happy New Year! It’s time to turn the page… If you’ve been paying attention, I’ve been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS...
The holidays are funny for Cleveland business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...
Often, when you’re faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some Cleveland clients that I’ve walked...