Where is the TIPPING POINT?
Monday, September 18
Let’s start today with a reminder. If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Get things settled before October 16: And beyond that, the moratorium on paying student loans is over and the first payments will begin in Oc...
DOES THE IRS KNOW YOU ARE “OPEN FOR BUSINESS?”
Monday, September 11
We’re seeing businesses across the nation acknowledge this week’s 9/11 day of remembrance in really special ways. It’s been 22-years already. Looking back, 2001 and 2020 are similar as stand-out turning points for America, albeit in different ways and for different reasons. As it relates to busin...
MORE 1099-K KONFUSION
Monday, September 11
The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so helpful to us as a nation to carve ...
BYE-BYE HOT SUMMER – HELLO HOT WHEELS
Wednesday, September 06
Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to the pool, outdoor amusements, a little grill-out … maybe buying a new car? Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to clear out stock to make way for next year’s...
HERE AND THERE -- A NEW WORK CULTURE
Wednesday, September 06
There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season. I mentioned in one of my recent notes another piece of irony: how Zoom recently start...
MISSED OPPORTUNITY FOR EASY MONEY
Tuesday, August 29
You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019. That’s a lot of money that will become the property of the U.S. Department of the Treasury when it could have gone back into the hands of about 1.5 million people — h...