Author - Marissa Adler

Passport Problem- December 21, 2018

Hello my friends.

By the time you see this, Ali and I will be starting the last day of our cruise. Then it will be on to San Fransisco, a city that I have never visited. I am looking forward to visiting the Wharf, Chinatown and riding the trolley I usually try not to get tax technical in these emails. But I would be remiss if I do not tell you something that you or someone you may know may find interesting....

Mexico Bound- December 14 2018 letter

Happy Friday, my friends. Sorry that I missed an email last week. I am sure that you are all so disappointed. I am back and traveling, again. Last week, Ali, Marissa and I were in Los Angeles for meetings of our practice management mastermind group. We all learned how to be more efficient. Ali and I are heading back to LA, but this time to catch the Carnival Splendor for 7 days of "fun and sun and plenty of adult beverages. Our cruise will take us...

Traveling- November 30, 2018

Hello, my friends, After a full week back in the office I can truly say that I loved having 4 days off. During my staycation, I re-started my 55-gallon fish tank adding just the (as my daughter Marissa used to say when she was younger) "prettiful" lights and plants. In my rush for instant gratification, I seemed to have added too many fish and now have only 5 freshwater fish left, and they are hard at work building up the necessary...

Thanksgiving- November 23, 2018

Hello, my friends, It's Friday morning, and you are all probably bursting from all the food that you “stuffed” yourselves with yesterday. I know I am. Ali and I have a tiny family that resides in Florida, so it was just Dad, our daughter Marissa, and Austin, her significant other that joined us. As many have seen in our newsletters, Ali loves to cook (and I like to eat so what a match), and Thanksgiving is her favorite holiday to prepare for....

Patience- November 16, 2018

Hello my friends, Patience. Weren't we taught as a child that patience is a virtue? I am sitting at the airport in DC (actually Virginia) waiting to head home after spending 2 days in IRSAC meetings (Internal Revenue Service Advisory Council), and all I can say is "the heck with that." I'll admit that I did arrive at the airport a bit early...hotel check out was at 1PM and the weather was snowy, wet, dank, and cold. I left the hotel directly...

Family- November 8, 2018

Hello my friends, The elections are finally over which means the annoying ads and bad mouthing will stop. Well, maybe. Of course, there will still be the President's tweets, and soon enough we will begin hearing the ads for the 2020 elections, so say the news pundits. I really wish there was a law preventing negative political ads. I was taught that if you have nothing nice to say, don't say anything at all. However, it all comes down to the media's...

Maternity Leave- November 2, 2018

Hello my friends,
Owning a business comes with a mass of responsibilities including awareness and understanding of all the new tax law changes and the residual impact they will have on you and your employees. Are you aware of the Credit for Maternity Leave? Last week I wrote about my love for reading, but not everyone or every business owner shares my passion. They depend on me, or their tax pro to keep them "in the know." I am sharing the...

Education- October 26, 2018

Hello my friends,
The dictionary defines education (noun) as: "Education is the process of acquiring the body of knowledge and skills that people are expected to have in your society. A good education develops a critical thought process in addition to learning accepted facts." It can also be defined as "Education is measured by the growth of a student into a true human being and a perfect man, not measured merely by the marks scored. The word Education is derived from the Latin word...

Procrastinator- October 19, 2018

Hello, fellow taxpayers,
Tax season 2018 is finally over!! (with the deadline for the extended returns being this past Monday, October 15th.) I have about 10-15 current year returns to be finished (not including late prior years), but I am still waiting for lots of missing (and requested) information. If you are a procrastinator and are expecting a refund on the late return, penalties or interest for late filing or paying will not be assessed. However, if you are one of the...

“Cyber-Safe” October 12, 2018

Hello, fellow computer users,
I was recently on a refresher webinar about cybersecurity regarding what must be done to secure our computers and by extension our company. There are several points that I need to talk to you about, especially if you own a business: There is a federal law that can hold all business liable of up to $100,000 per company and $10,000 per officer if the firm does not have various security measures in place or a cyber-security plan in...