2023 New Year road trip travel and future vision concept . Nature landscape with highway road leading forward to happy new year celebration in the beginning of 2023 for fresh and successful start .

  Greetings, and Welcome to Year 2023!  Our Resolutions — Are They Transcendent or Temporal? {5 minutes to read}  I wonder how you and I would relate to each other daily — if our resolutions were transcendent, and not temporal – can you imagine that?  (Please pardon the lengthiness of this article. I’m just asking… Read More

1040 tax form with calculator and note lying on wooden desk with place for text

{6 minutes to read} The act of forgiveness is becoming more popular within certain branches of government. One of the most recent acts of forgiveness was extended by the Biden–Harris Administration, however, forgiveness may not be extended to all. In this article, you will find information related to the following: Penalty abatement for individuals and… Read More

{14 minutes to read}  This is the second of two newsletters, with a look-back on the “Lost Years.” The first newsletter was individual-focused, and in that article, I discussed topics such as primary home sales, retirement withdrawals, pandemic residency audits, and the necessity of a written will, among others — in case you missed it,… Read More

Greetings to You — Independence Day! Today, Americans across the nation celebrate another year of “freedom” from the Great Britain. With pride, last night I looked onto the red, white and blue city skyline while strolling the river in Brooklyn, yet as my thoughts deepened, I wonder if there was still some pride left in… Read More

This is the first of two articles – this first one is more individual-focused; the next will be focused on entrepreneurs (including sole practitioners/independent contractors) and small-business. In that article, I will discuss Pass-Through Entity Tax (PTET) and ways to manage the generous but short-lived Qualified Business Income Deductions (QBID). But first, let’s look back… Read More

{6 minutes to read}  Let’s look – strategically and intentionally. As we look back, consider the wise words from two individuals who share the same first name: Warren W. Wiersbe, an American clergyman/biblical teacher wrote, “you do not move ahead by constantly looking in a rear-view mirror. The past is a rudder to guide you,… Read More

{6 minutes to read} We had another wet holiday weekend on July 4th this year. Wet days like these bring back some good vibes from my homeland — the Caribbean. On the zinc top roofing — the raindrops dance to a different and sweeter rhythm. In spite of the wet days across the Tri-states, I… Read More