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We’ve had a lot of good case stories. One time, a long time ago. I mean, we have many, but there was one time, a long time ago we had a client who was potentially subject to, uh, and this was working with another partner, a referral partner. It was our client who was subject Read More

Well, yeah, I would sit here and tell people if someone’s making say a hundred thousand dollars and they’re paying $10,000 in tax, I’ll sit there and say, as their business is growing, I live for the day when you’re paying a million dollars a year or $10 million, like there’s no, I don’t have Read More

You know, I was talking to someone the other day and they said, “You know, I know someone who, who needs 24 hour nursing care.” That’s $250 to $300,000 a year. A year. Now, if someone got off their, you know what, an accountant or CPA got up, got off their, you know what, and Read More

https://www.youtube.com/shorts/tWyrWCMRSxc Are you a solopreneur with tax questions? Listen in. I love working with my solopreneurs with small businesses that have challenges on a regular basis because we get to add value. For example, consultants, client of mine, new business was in a business for about a year just as well. You know, I looked Read More

When you mentioned, you know, we’re strategic planners, nowhere in this example that I’m gonna give has anything to do with tax, but part of being a strategic planner is, you know, a lot of my clients have been exposed to what’s been going on with my mom recently. They’ve read the article I wrote Read More

We’re really the quarterback in everything. I love Artie’s, chess analogy. When it comes to strategy, when it comes to what role do we play, it’s really the quarterback role. And so I really refer to it as the three C’s, communication, collaboration, and connection. To be the quarterback I have to organize all of Read More

Foreign tax credit is very complicated. Like I’m making it sound simple, but it’s not. And it’s basically driven by are you paying tax to a country that has a treaty with the United States saying you can claim a foreign tax credit. That’s really the first prong that you have to answer. And then Read More

With regards to philanthropy, it’s a huge mission as part of the Palermo, Landsman, and Ross culture, not just at the principal level, but within our employees. We are even just helping employees within the office when they have a difficult situation and our philanthropy extends outside of the office. Whether it’s getting our network Read More

I have a flawless reputation with the IRS over 20 years, and I’ve built a really strong reputation with several of the same agents that I’ve dealt with year after year after year, and that helps to push the process along. The agent isn’t defensive. They know who I am. They’ve worked with me before. Read More

So like as a CPA firm, we deal with businesses all the time, and the thing is, we could either just sit here and do their return or we can advise and connect them with these other professionals. You know, it, it’s very refreshing. You know, a lot of times, you know, we’ll have them Read More