Certified Public Accountants · Financial Planning & Investment Services
🖨 Print⏱ 4 min readThe IRS is currently suffering a severe backlog in processing returns from 2021 for the 2020 tax year. As of Dec. 31, there were still more than 6 million unprocessed individual returns with notices and pending refunds. There are a few things every taxpayer should know that can help them navigate […]
HR 2497,HR 4445,HR 3076,HR 2074,S 2551,S 2538
🖨 Print⏱ 4 min readMetaverse has become a buzzword with much debate on its potential implications once it is fully realized. As far as businesses are concerned, the metaverse presents new opportunities and challenges, especially for marketing, branding and communication professionals. Understanding Metaverse Metaverse became a hot topic thanks to Facebook announcing its rebrand to […]
🖨 Print⏱ 4 min readTaking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it and do the right things for everyone involved. Start the conversation early. Right now, your parents might not need any help. […]
🖨 Print⏱ 5 min readAccording to the U.S. Chamber of Commerce, the level of usage and data swirling around the internet is expanding at an accelerating pace. The amount of data on the internet globally during 2020 amounted to 3 trillion gigabytes; and 2022’s traffic is expected to increase to 4.5 trillion gigabytes. As a […]
🖨 Print⏱ 4 min readThe taxation of legal settlements and fees is a complex topic. While the mechanics to make a proper claim are now easier, the rules are still complex. Below we look at six rules to consider when it comes to the taxation of legal settlements and the deduction of legal fees on […]
All of us at Lori’s Truth want to express our sincere thanks and gratitude to all our clients, family, friends and community partners for your incredible support and kindness and for your amazing generosity. You made the 2022 Tree Burning Festival a great success! We are particularly so grateful to the community friends and […]
We are very excited to announce that our Lori’s Truth 2022 Annual Tree Burning Gathering is back on once again! Lori’s Truth is the organization that we formed to honor Kelly & Dan’s sister, Lori Galvin, who we lost to the rare illness Amyloidosis five years ago. We are celebrating Lori and her organization with […]
John R. Lewis Act
🖨 Print⏱ 4 min readCertifications are not a new thing in the accounting industry. However, with new technology trends, accounting departments are faced with the challenge of taking courses in technology in order to carry out their tasks. Many businesses are ditching desktop-based accounting software and turning to cloud-based software. This requires that the users […]