KAFM Money Tips: Estate Planning with Marc Summers

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Big News!

FOR IMMEDIATE RELEASE Oct. 28, 2015 ACCOUNTING FIRMS ANNOUNCE MERGER Two local accounting firms are joining forces, with the aim of offering expanded services and continuing their shared vision of client-centered customer service and expertise together. Stranger & Lautz Professional Group and Mackley & Tallman Accounting will complete their merger on Nov. 1, becoming Stranger, Tallman & Lautz Accounting. “We’re excited to join forces because now we’ll be able to offer more services to our clients,” said Gina Tallman, formerly of Mackley & Tallman. “Both companies are seeing success and we want to keep building on that.” Together, members of the new firm hope to continue the tradition they each have for excellent service, deep expertise, and an environment that clients and associates want to be a part of. Stranger, Tallman & Lautz Accounting will continue to offer a wide variety of services from tax planning and bookkeeping to Quickbooks training and consu...
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Small Business Taxes & Accounting: Part II (Dependent Care Benefits)

I received a question from a client the other day and before I answered her I realized it would make a great blog post!  (Thanks, dear.) "So now that Hunky is a real employee of his business, we're exploring the benefits he is going to offer himself (and his employees). I'm working on health insurance which I realize will change in January. What about offering childcare benefits? From the DOL website it looks like it's an arrangement between employer and employee. How would we go about arranging this? Would we pay a babysitter then provide documentation to Best.Dentist.Ever. which then reimburses us? Or could the business hire a part-time babysitter/nanny and pay her a paycheck? However, if she's an employee of the business, would our homeowners insurance cover her if she were injured on the job?" I think your best option for childcare benefits would be to set up what's called a Dependent Care Assistance Program (DCAP) within a Flexible Spending Arran...
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Welcome to my blog!

During the slow time in my office, I decided to start a blog.  I've always enjoyed writing and want to incorporate some of my tax expertise into my professional 'marketing' strategy for myself. A little about me, professionally: I've been a tax preparer with CSD & Co. since January 2009.  I earned my CPA certification, after a grueling exam, plus education and experience requirements, in June of 2010.  I am uniquely suited to this type of work, with an analytical mind and a penchant for solving problems.  Working in a small city, most of my clients are small businesses or individuals whose complexity of investments have exceeded their ability or willingness to prepare their own taxes. I am most certainly your typical accountant-type.  I have moments of social awkwardness and tend towards the introverted.  However, I did, at some point in my adult life, learn how to talk to other adults and I strive to be approachable, friendly, and comprehensible....
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