Ask the Experts

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Les Solomon, CPA/ABV/CFF, ASA to speak at the New Jersey Society of CPAs (NJCPA) Business Valuation & Litigation Services Conference.

Tuesday, September 27, 2016

Pines Manor, Edison NJ

RotenbergMerill Partner, Les Solmon will be speaking as part of the “Ask The Experts” Discussion Panel. This is an interactive session that will touch on issues facing CPAs working in New Jersey today.

Experts in the fields of valuation, litigation support, providing expert witness testimony, and family law matters, will present issues from multiple perspectives. Attendees can submit their own questions for discussion.

For more information and to register for the conference, go to:
http://rmsbg.co/LS_092716

4th Quarter Tax Tip: It’s Time To Get Organized

4thRound up all receipts and canceled checks, such as those from charities; check your latest brokerage statements for year-to-date gains or losses; make a checklist of accounts to keep track of the 1099s, if any, when they arrive in a few months; and get medical receipts and insurance reimbursement forms in order. If you start organizing your files now, it will be easier to be prepared for tax season. It is much easier to have the originals or to request replacements when you have time.

 

The Gap Test: How to Determine If You Should Simplify Your Business

simplifyGo for the gap — and do the opposite from the market leader before anyone else does.

Business strategy — especially when it involves case studies from business schools — is always written with the benefit of hindsight and often with a very broad brush. It’s like the plot of an old-fashioned thriller in which the good guys and the bad guys are sharply defined: the good guys always get stuck in terrible fixes, but they know what they’re doing and somehow emerge victorious as the story races to its climax.

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Defined benefit plan participants can receive lump sum and annuity under new rules.

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