Sixth Time is a Charm
Alan is a sole practitioner based in Central Ohio. He made a career change at 40 after working as a journalist for more than 15 years. Alan started his practice in May 2010 and currently focuses on not-for-profit organizations, individuals and small businesses. He has helped a number of nonprofits obtain their tax-exempt status and assisted others with their audit, compliance and tax needs. Alan has overcome many obstacles, and has spent the past 11 years primarily as an auditor. He also has worked on audits of financial institutions, closely-held businesses and began his second career as an ABL field examiner.
Latest posts
Nov
02
I spend a good portion of time on LinkedIn, which I discovered in 2006 during a job search. I have seen the site grow as a destination and add features such as Groups.
Oct
28
I had actually looked forward to the day the IRS let me renew my preparer identification number. Don't ask me why, perhaps I couldn't wait to get it over with. I can recall the number of preparers who complained about the PTIN process.
Sep
21
The IRS is making an effort to help employers comply with worker classification and settle payroll tax issues from past years at a reduced cost. The Voluntary Classification Settlement Program ("VCSP") was launched today (Wednesday). Under the program, many businesses, nonprofits and government entities will be able to properly treat their workers – currently classified as nonemployees or independent contractors - as employees.
Aug
01
Early this (Monday) morning I called the IRS in regard to a notice regarding a client inquiry. The phone line picked up, but there was silence followed by a dial tone.
Jul
22
For those of you who missed it, the IRS made its first additions to the list of organizations that had their tax-exempt status revoked. In Ohio, for example, the number of organizations swelled 17 percent.
Jun
10
Never in my life have so many banks not wanted my money. About a month ago, I had agreed to become treasurer for a nonprofit organization. My first task was to open a new set of bank accounts. Why the old accounts were closed was anyone’s guess.
Jan
23
"I can accept failure. Everyone fails at something. But I can’t accept not trying.”- Michael Jordan, Champion Basketball Player
Nov
19
Recent events have rekindled this thought: Buying raffle tickets may not be the most practical way to give to charitable organizations.
Oct
27
A recent post on CPE discussed attending a live event, such as a conference, with the objective of taking a few items away that you can apply to your practice.
Oct
21
I had recently been to meetings with CPAs and EAs discussing their experiences enrolling for their new PTINs.
