Effective Financial Documentation Strategies for Broward and Palm Beach County Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week… First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, so they say. That means that they are now resuming the mailings of tax-due notices to … Read More

Effective Financial Documentation Strategies for Broward and Palm Beach County Taxpayers

Save On Your Taxes With Sheri L. Hoble’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard. Well, I should clarify — most of Tax Pro World is taking naps this week. After all, that was one of the most epically intensive tax “seasons” I can remember, with the stimulus payments, CARES Act changes, PPP, EIDL, and more. But given what we’ve … Read More

Save On Your Taxes With Sheri L. Hoble’s Nine Tax Planning Questions

Nine Crucial Questions To Prepare Broward and Palm Beach County Taxpayers For Their 2020 Taxes

First some important reminders, then I have a bunch of questions to which I’d like you to respond… The October 15th tax return extension deadline (for families and individuals) just recently passed. Therefore… a word on filing — even if you don’t/didn’t want to: Filing a tax return late (without reasonable cause) results in a 5% late FILING penalty (on … Read More

Nine Crucial Questions To Prepare Broward and Palm Beach County Taxpayers For Their 2020 Taxes

Tax and Financial Planning for Multi-Generational Caretaking for Broward and Palm Beach County Families

Weather has been utterly crazy this year with an almost record amount of storms… and we’re not even done with Hurricane season yet. On top of that, this year has really highlighted (and emphasized) the need to be prepared. Preparedness is crucial to partake in. You probably already do so on numerous aspects of your life: from work, to food, … Read More

Tax and Financial Planning for Multi-Generational Caretaking for Broward and Palm Beach County Families

Trump’s Tax Returns Are Not The Real Story by Sheri L. Hoble

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into political matters here (though this issue is obviously very political). I … Read More

Trump’s Tax Returns Are Not The Real Story by Sheri L. Hoble

Time To Dream With Your Friendly Broward and Palm Beach County Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season. This — on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the difficult issues surrounding so many protests and urban riots. And many are without meaningful work … Read More

Time To Dream With Your Friendly Broward and Palm Beach County Tax Professional

What Broward and Palm Beach County Landlords And Tenants Should Know About The CDC Eviction Stay

Floating under the radar during so much these past couple weeks… the CDC announced a halt to evictions for renters, and that starts THIS WEEK. I have some guidance today for you about what that means (and what it doesn’t), but first… Estimated tax payments were due September 15th. If you’re reading this, and you forgot, here’s your reminder — … Read More

What Broward and Palm Beach County Landlords And Tenants Should Know About The CDC Eviction Stay

Labor Tax Updates By Sheri L. Hoble

Everything about this year since March has just felt a little… off.  The seasonality of everything feels different too. Pro sports are out of sync, “back to school” season surely doesn’t feel normal (at least for most of my clients), and even something like Labor Day — normally a celebration of the end of summer and a hold-your-breath-here-comes-FALL weekend — … Read More

Labor Tax Updates By Sheri L. Hoble

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Sheri L. Hoble

Still no guidance from the IRS about the payroll tax “holiday” (deferral), so it’s extremely unlikely that your employer will be ready — simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don’t have the answers to many questions. Implementing these kinds of “optional” changes is hard. For example, payroll companies would have to recalculate the payroll … Read More

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Sheri L. Hoble

How To Ensure Broward and Palm Beach County Families Are Prepared For Chaos

Summer is nearing an end, but this has been no ordinary summer. Everywhere, parents are scrambling in the most unusual “back to school” season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are shells of themselves, and this virus is still making its inexorable way throughout … Read More

How To Ensure Broward and Palm Beach County Families Are Prepared For Chaos