Questions discussed in this episode: Issues with leasehold improvement asset classification Who needs to issue a 1099, when can I expect to receive one? International taxation issues Tax issues international students face
032: Live Q&A Replay – February 15th, 2019
Questions discussed in this episode: Scam IRS calls Issues with assets and depreciation Filing status and appropriate withholding levels Business management, expenses and overhead Look out for business networking opportunities
031: Live Q&A Replay – February 8th, 2019
Questions discussed in this episode: Various tax strategies, and keeping more of the money you earned Reasonable and customary business expenses How account systems work together Education expenses and 529 plans More tax notice questions Happy Chinese New Year!
030: Live Q&A Replay – January 31st, 2019
Questions discussed in this episode: Do I need an accounting software, or using an excel file good enough? Subcontractors vs. Employees: why is workers comp involved? US tax issues when selling a house or property located in a different country Hiring your first employee Tax questions when selling your primary residence
029: Live Q&A Replay – January 24th, 2019
Questions discussed in this episode: 529 Plan question; employee tuition reimbursement LLC taxation question. What is an S-Corp Does it make sense to put assets into a trust? How to find a good lawyer? What are the risks? What to do if a client uses questionable bookkeeping practices? Property value question; Accounting for rental income…
028: Live Q&A Replay – January 17th, 2019
This was our first attempt at live streaming video. The audio quality is not the best, but I promise it will get better. Questions discussed in this episode: Bookkeeping and best practices Relying on tax advice found on random websites 1099s received that contain mistakes or wrong information W-2 withholding question, and updating W-4s throughout…
027: Best Practices for Financial Management – Solo & Small Law Firm Expo Presentation – 2017
Best Practices for Financial Management We had fun exhibiting and presenting at the 3rd annual Small & Solo Expo of the Cleveland Metropolitan Bar Association. Shared with them a couple of best practices when it comes to managing the financial side of their law firm. Build a law firm that serves you! Freedom to…
026: A lawyer’s insight into how business people purchase legal services. Rochelle Friedman Walk, Esq.
This week we had the pleasure of interviewing Rochelle Friedman Walk Esq. She is the president and owner of the successful Walk Law Firm, PA in Tampa, Florida. Rochelle started her career at a major Cleveland law firm and then moved on to become in-house attorney for large corporations. As general counsel she helped companies…
025: A Safe Space for Clients. Kristin Wilkinson, Esq.
Kristin represents clients in the area of civil litigation and business law, estates, and family law. What sets her apart from her competitors is that she strives to create a safe space for her clients and connect with them on a personal level. Because clients tend to cross personal boundaries, maintaining a healthy distance while…
024: Happy Holidays
I wanted to take a minute to wish you and your beloved ones a Merry Christmas, Happy Hanukkah and a Happy New Year! I wanted to leave you with three short tips for 2017: Choose yourself – give yourself permission to be successful Surround yourself with people who inspire you Prioritize your daily activities and…