Category: Accounting
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Why does Apple Intelligence seem useless to me?
Why is Apple Intelligence useless to me? I watched the 4 minute and 17 second introductory video to Apple Intelligence titled “AI for the rest of us” that is part of IOS 18 published at https://www.apple.com/apple-intelligence/. I am concerned that apparently I am not part of “the rest of us”. I do not want Apple…
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Macro-environmental assumptions for 2025
I am preparing for the worst throughout all levels of society in the year ahead, and if it does not happen then I can be positively surprised. My basic assumptions:1) Crime will increase. Respect for law at all levels will suffer from a deterioration of ‘tone at the top’. Law enforcement offices will be overwhelmed…
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Unauthorized practice of law, revisited
This post discusses only New Jersey law. I notice that some non-attorneys are publishing blanket statements that preparing Business Ownership Information filings is not the unauthorized practice of law. I am not convinced. That is not an easy or clear conclusion, at least not under the laws of New Jersey. This does not mean that…
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What is the purpose of a published pricing policy?
I’ve been wrestling with this issue in my accounting practice and rural marine business and spent some time investigating to learn more. I skimmed a handful of articles from Indeed, Openstax, 4Pricing.pro and Ca.Indeed on the topic, and none addressed what I was hoping to learn. It is clear that pricing policy can serve either…
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Is automatic telephone call transcription legal?
I use an automatic telephone call transcription service. This is wonderful aid to my memory and allows me to respond to calls more effectively when I am not at my desk. (I try to spend at least several hours working or walking outdoors on most most days). Several of the major AI-assisted call services connected…
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My quick assessment of social media today
LinkedIn seems to be on an upward trend not just for me, but across the platform. The positives outweigh the negatives of corporate managed social media. I routinely see 50 notifications on my own and my contacts’ activity each day and my post impressions on written and video podcast content are steadily rising. I know…
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Realtors use taxproblems.cpa
Realtors at the top of the industry in sales production sometimes struggle with tax problems. Other life struggles are often a top concern. Two tools help: 1) a fnancial plan that prioritizes goals , 2) the ability to set aside fears and stress to work the plan.
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Seven foundational concepts of professional tax practice
Seven foundational concepts of professional tax practice:
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Services for individuals and small businesses
Client services are individually tailored to bring the best value at the lowest cost. Financial goals, operations, and accounting requirements vary widely. This checklist is designed to act as a prompt as to what is common and what is possible. Services fall into six categories: Obviously After the misuse of the meaning, the friends used…
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What’s included in tax services?
Lately I use the term “bundled services” to describe how my tax service differs from some other professional providers. We also use the term ” old fashioned” and “relationship-based”. Whatever we call it, my standard accounting engagement agreement includes a bundle of basic and preliminary services and a bunch of advanced services to ensure a…