Catherine

Two points. 1. It's not a far drive. and 2. They exist to do it. I detest the pubs; try to find ANY simple piece of information.... blarg!

Yes, I will see what my un-indicted co-conspirator plans for QBI. Good thinking.

I did not have that on my list - thank you! No streaming video to my knowledge. Jack, that was both funny and mean. The "angry" response is totally tongue-in-cheek.

Nope. No more corporate AMT. A bunch of credits repealed (DPAD among them). Acctg method tweaks. Interest. Fringe benefits and all manner of things got changed. After I give the talk, anyone who wants can have my slides as a pdf; PM me and I'll make a list. OK. Gloss over the major changes and spend my hour on QBI. Whimper!

Hi folks, I am working on a CPE presentation for the TCJA changes for c-corps and partnerships (someone else is doing s-corps and sole props). I only have enough information to fill seven or eight of the one-hour slot I actually have... so I need to streamline and trim. What are YOUR opinions, my friends, on where I should spend the bulk of my time? Depreciation? Fringe benefits? QBI? Credits? If *you* were going to be attending, what do you feel OK about me glossing over (under the heading of "that's enough for me to know what to look for myself") and what I should dig in to? For example, I've seen so much about QBI that I can't decide if it's been beaten to death already or if it's a huge spend-twenty-minutes-here topic. I thank you, and the poor unfortunates who will listen to me in January also thank you.

Well said, Rich! I have also won the lottery. I am an American, EA, married to a wonderful man. I have two amazing and wonderful grown daughters, one of whom is engaged to be married to a very nice young man who almost deserves her. I have friends, a good church (some overlap there), and know that my life has purpose and meaning. Oh, yeah - I also have enough money to take care of myself and my family, with some for good causes, too. I am wealthy beyond the wildest dreams of my childhood, in everything that truly matters.

Good luck, @FDNY! I would step up my current giving to various missions, humanitarian groups (especially those working to rescue/rehabilitate trafficked girls in Asia and elsewhere), and churches. Veteran help groups. Some medical research organizations. I would also set up an active gifting program for my girls, in ways they can get to but with effort. For example, one step would be to fully fund their Roth IRA's every year. Basically, any group I would otherwise leave an amount to on my death, I'd rather give over time while I'm alive. That way, as organizations change, I can change my giving too. Which reminds me - @Eric is there a way to set up recurring donations to the forum?

Judy is the best!

I miss burning the leaves in the fall...

Everyone else already said it all, so I'll just say "Ditto!"

A client dropped off his info this afternoon.

My CAF number has an "R" at the end, as well. Sometimes on the phone they take it, sometimes they tell me I don't need it.

Buried deep in a folder, I found my 1982 tax returns a few years ago. Talk about a blast from the past!

Laphroig Lore with one ice cube, please.

Mine is six digits with two leading zeros; now I feel like a newbie!

For small jobs (not yours) Ship 'N Shred will come fetch and then send you a certificate of destruction. For the larger groups - I'd look for one where the truck comes to you and you can see them dump it into the grinder in front of you.

Absolutely! But we also TEASE each other. Mercilessly, sometimes. We all love you, @FDNY, and would never rat you out. Charge those clients enough to pay for that wine!

Told my partners; they laughed out loud. Before, though, I had warned them this was NEVER to be told to clients!

I do as well. A client needs an overwhelming reason to need it before I'll cave in. This has happened possibly twice in over twenty years.

Here's hoping she doesn't read our forum! Your secret would be out! By the way, have we discussed the cost of keeping your secret, here?

Plus in some areas the first real estate tax bill will show the assessment for buildings, improvements, and land. Or at least total and buildings, and subtraction will get you land value.

Or a simple note "Brought to you by YOUR personal legis-vermin 'representative'. Remember in November!"

Thanks, Lynn!

At this point you'll need to call tech support. I haven't used ATX in years and no longer know the ins and outs of the software. This definitely sounds like a software issue. Alternative: mail it in. Tell the client it's a quirk with MA this year (which it may well be, frankly).

Anyone here have experience with taxes in Puerto Rico? One client is considering moving there and I've never dealt with PR taxation.