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Security Alert for Tax Preparers - Protect Your Clients, Protect Yourself
Email Phishing Scams Have Become Much More Prevalent Hackers pretending to be the IRS target unsuspecting taxpayers in an effort to coerce individuals into providing sensitive personal information, including their passwords In the latest iteration, scammers are targeting tax preparers. How Does it Work? Rather than...
How to write-off your Technology Expenses and Cell Phone
By Mark J. Kohler Tax Deductions for Technology Items Technology and gadgets to help us succeed in business are an ever-increasing expense. Moreover, as small business owners utilize technology to do business nationwide, if not worldwide, these expenses (sometimes used personally), should be a deduction in their...
Client Retention and You: Firing (Part 2)
When You Must Fire a Client Not all clients are equal. There are some you may not want to come back. Independent practitioners have this concern due to lacking both time and the bodies to take care of every single person who comes in. There comes a point when some clients are so difficult to work with that...
Client Retention and You: Hiring (Part 1)
Clients Make a Business Let’s face it: without clients, we don’t have a business. This is true whether you work on the “retail” face of the tax industry in preparing tax returns and offering advisory services to the general public in some capacity, or you work in the “wholesale”...
How to Handle Early Distributions: Qualified Plans, Non-Qualified Plans, and IRAs (Part 2)
General Penalty Waivers There are expenses and circumstances that can waive the 10% early withdrawal penalty on a distribution regardless of what plan type the taxpayer has: Plan asset rollovers (not conversions) Qualified higher education expenses Being age 59 ½ at the time of distribution Deductible...
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