We have recently adopted using a cloud based portal called Smart Vault which gives our clients easy accessibility to their documents. Smart Vault essentially serves as an electronic filing cabinet for all of our client data. I remember the days when a whole room used to occupy paper files of client data. Technology has enabled us to go paper-free and become more efficient with transferring client documents.
Keith Boyer's Blog
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From Forbes: Kelly Phillips June 15, 2017 In the scam, callers posing as IRS representatives advise potential victims that two certified letters were sent to the taxpayer in the mail but were returned as undeliverable. The callers then threaten to arrest the potential victim if a payment is not immediately made through a prepaid debit card. The scammer also tells the victim that the purchase of the card is linked to the Electronic Federal Tax Payment System (EFTPS) system: it is not. To ensure that the potential victim doesn't back out, the caller warns the taxpayer not to contact their tax preparer, an attorney or their local IRS office until after the tax payment is made. This should be a red flag. You should always have the opportunity to contact your tax professional before resolving a tax dispute. Additionally, if you're not sure that you owe taxes, you always have the...
Reimbursing employees for education expenses can both strengthen the capabilities of your staff and help you retain them. In addition, you and your employees may be able to save valuable tax dollars. But you have to follow IRS rules. Here are a couple of options for maximizing tax savings.
We lost a friend and mentor yesterday with the passing of Howard Froman. Many of us will remember the years at First Investors from where is encouraged us to live up to our potential and told us that we could. Many of you came to us through Howard. We treasure our relationship with each one of you and our relationship with the family. Arrangements will be handled through Frank E. Campbell in Manhattan. -Keith