by Diana Halenz | Nov 30, 2016 | Business Management
I was recently asked this question by a bookkeeper who was looking to expand his service offerings to include CFO services. As I thought about the best way to frame my answer, I realized that to answer this question, it’s helpful to understand CFO responsibilities...
by Diana Halenz | Apr 23, 2016 | Taxes
Taxes are all filed, and the IRS letters are rolling in. I received a call from a new client yesterday. He has a PhD, had a distinguished career, and has traveled the world. With a PhD in Biochemistry from a top university, an impressive resume, and an IQ to back it...
by Diana Halenz | Dec 20, 2015 | Taxes
I hired my oldest tax deduction today. She’s in her last year of college as an English major, a massively talented writer, and needs a part time job that uses her skills. (Uber Driver and Mystery Shopper don’t count). Meanwhile, her dad and I have been...
by Diana Halenz | Dec 7, 2015 | Taxes
It’s the time of year again where everybody’s thinking about giving. Most of us are thinking about what we are going to get for our loved ones to mark the holidays. In the midst of the heavier-than-normal mail, there are typically one or more requests to...
by Diana Halenz | Dec 7, 2015 | Taxes
What? I have to pay taxes more than once a year? I can remember years ago, when I started doing some freelance consulting, the realization that I would need to make estimated tax payments quarterly. Although I have been a CPA for close to 30 years, I was working in...
