Blog – Page 21

Social Security Administration Online Access // FB Live Recap

One update we had to mention is Franchot announced the BPW approval of a $160 million contract to replace the state tax processing system. Some of the areas covered: adjusting fraud prevention, increase ability of taxpayers to match their account via an online self-service application, best practice for security standards, audit collection reporting and estimating …
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#TechTips: Accountable Plans get “-iffied”

By Jonathan Rivlin Have you ever worked up a client’s QB file (the modern equivalent to the “bag of receipts”) and prepared their Schedule C and 1040 only for the client to suddenly remember all the other business expenses that they paid out of pocket? Nothing like seeing the tax due line to jog a …
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Federal and Local Legislative Update // Facebook Live Recap

Covering all the legislative matters coming up in January here in Maryland and items happening on the hill in Washington before the end of the year keeps us on our toes. A lot has been going on in both necks of the woods. Let’s talk about Federal legislation first. Sales Tax Update The landscape has …
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Protect Your Finances and Prepare This Holiday Season // Facebook Live Recap

As we move into the new year and through the holiday season, we need to keep a couple of items in the forefront of our business minds. Scamming increases during this time, so take precautions to prevent becoming a victim. If you have an FSA (Flexible Spending Account), figuring out if you have a balance …
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The Good. The Bad. The Client Feedback.

Guest post by Kait LeDonne For any of you who have sat on a call with a customer service rep, you’ve probably had at least one experience where a pleasant automated voice asks you to remain on the line after for a few questions about the company’s quality of service. While I typically never stay …
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#TechTips: Your General Ledger’s Best Friend: Hubdoc

By Jonathan Rivlin In our continuing series on apps, we’re now going to turn our attention to document management. Have you ever had the joyful experience of asking your clients for bank and credit card statements? Let’s be brutally honest here: it’s been my experience that such requests often cover multiple years. For clients with …
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5 Must-Read Articles For Small Business Owners

There are a lot of blog posts out there written with the intention of helping small business owners. We realize that most small business owners don’t have time to sift through them to find the ones that are truly impactful, so here are a couple of standout articles we’ve come across: 1. 5 Ways …
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Financial Education In the Workplace

It’s no secret that there’s a financial literacy problem in America. In fact, we’ve covered the issue in greater detail on our blog in the past. Financial stress can be a great burden on any individual, especially young professionals just starting their careers, and if you have an employee stressed out about their finances, you …
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#TechTips: The Small Firm Advantage

By Jonathan Rivlin The funny thing about aging is how non sequiturs trigger associations that link to long dormant memories. I recently saw a picture of and that took me back to the summer of 1991 when he appeared in the movie “Doc Hollywood” staring Michael J. Fox and Julie Warner. In that movie, Michael J. …
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20 Conversation Starters To Make Networking A Little Less Awkward

Even the most social people dislike networking events because of how awkward it is to have to walk up to random strangers and make conversation. There’s one important thing you have to remember though: Everyone feels as awkward as you do. Here’s a compilation of serious and laid-back conversation starters that will take the initial …
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