Oct 27, 2023
There’s a new tax form on the market and it’s looking for a piece of your side hustle. The new 1099-K tax form targets independent contractors who are underreporting on small transactions. Sales resulting in $600+ on online marketplaces, digital wallets, crowdfunding platforms & more now means there is one more...
Sep 8, 2023
Many things are happening in the face of a recession. Angel investors and VCs are tightening their belts & seed-stage startups are trying to gain traction despite a meaningless valuation. As a result, these startups are running to their financial advisors trying to figure out what their options are now. No...
Sep 6, 2023
How old is too old to work? You’d assume most people circle the day they turn 65 as either full retirement or the beginning of their phase out period, but working well past that date is becoming more common. The ability to work and adapt in an ever-changing work environment is the most crucial factor most people do...
Aug 30, 2023
For the average person, tax season officially runs from February 15th to April 15th, but for tax professionals the planning starts mid-November and doesn’t end until New Years Eve. The high-end taxpayer has need of a CPA who knows how to use the more sophisticated financial tools and is willing to take on the...
Jun 28, 2023
We know using ChatGPT is not foolproof and using it comes with a fair amount of risk for anyone using artificial intelligence assistance at work. That being said, ChatGPT does seem to be incredibly helpful when a little human intelligence is also applied to the situation. Host Jack Russo and CPA, Steve Rabin figure out...