There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...
Even in the middle of the intensity of the busy tax filing season in Cleveland, we occasionally become the target for somebody’s frustration. Over the years, and especially when things are busy and stressful, we’ve had to learn about how to best handle...
Yes, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the halftime show, etc. But I’ll let others weigh in there. I’m a tax professional after all. Congratulations Eagles fans, etc. Here at...
The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Cleveland clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at...
I’ve heard from many of my Cleveland business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions — and letting me know that they’ve sent their friends to see us for their business...
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...