import.previewmyapp.com

I recently had the honor of being interviewed by Mark Goldman for his podcast “Where Accountants Go.”  It is a weekly national podcast geared toward college students and young accountants to give career advice. I was picked because of my position with ADKF as Director of Tax Controversy, but I was asked to talk about … Read more

It’s January! One of my first new year tasks each year is to clean out my files and one of my New Year’s resolutions every year is to be more organized for the coming year. Easier said than done, right? Inevitably, I find myself needing something I’ve shredded already and at the end of the … Read more

A new year and a new start to your goals. Follow these helpful tips to get your year started on a sound foundation. REVIEW YOUR SPENDING PLAN Look back on your spending for 2020 and see which areas you need to adjust for 2021. At the same time review your financial goals and make sure … Read more

Has President Trump’s trade war helped or hurt the American economy? What does the Biden administration plan to do about the tariffs imposed during the Trump administration? While we can look back and assess the effects of the trade war, a forward-looking plan is unclear. Biden has not specifically addressed the Trump tariffs, although he … Read more

The pandemic has been front and center most of this year and it may have tax implications for you. If you collected unemployment compensation from either your state or the federal government, it is all taxable as ordinary income. You will receive a Form 1099-G by January 31 that shows you how much compensation you … Read more

OVERTIME UPDATE Earlier this year, the U.S. Department of Labor adjusted their rule on who is eligible for overtime pay. The new rule updates earnings thresholds required to make executive, administrative and professional employees exempt from overtime. These employees will now need to earn at least $684 per week as a salaried employee and a … Read more

Question Leslie relocated in 2020 for a job opportunity. Her new employer didn’t provide any financial assistance for the move. Can she deduct any of her moving expenses from her tax return? Answer Unfortunately, due to the Tax Cuts and Jobs Act, moving expenses are no longer tax deductible. The only exception is for members … Read more

In December 2019, I applied to be a part of the North San Antonio Chamber’s Leadership Lab Program. Leadership Lab is the North Chamber’s award-winning leadership and professional development program. Every year, a class of up to 100 professionals (from varying industries) apply to become a part of a nine-month training program that focuses on … Read more