Jeffrey Wolf, CPA

TAX PLANNING-I just saved a client $110,000 for the 2025 year by coming up with tax strategies. Let me know if you are interested to see if anything can be done for you. Most accountants are too busy preparing tax returns to even do this. When was the last time your tax preparer contacted you to offer tax saving advice?

https://hobermanlesser.com/2022/12/13/independent-contractor-or-employee-the-distinction-matters/

Independent Contractor or Employee? The Distinction Matters Sometimes, the IRS and employers clash over the classification of workers as independent contractors or employees. And no wonder: The stakes are high. If workers are employees, their employers are responsible for withholding payroll taxes, observing certain labor laws and providing fringe benefits.....

https://www.fool.com/the-ascent/taxes/articles/3-reasons-to-sit-down-with-your-accountant-in-december/

3 Reasons to Sit Down With Your Accountant in December Many people don't meet with their accountants until tax season. Read on to see why it makes sense to talk to yours in December.

IRS delays guidelines, waiving penalties for some inherited retirement accounts until 2023 If you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to start taking required minimum distributions.