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Accounting and Accountability

Sep 18, 2026

In this episode: 

  • Rehoboth Office News — Our upcoming open house and new location.
  • Federal Estate Tax — Who may still be affected and where planning can help.
  • Offers in Compromise — When the IRS may accept less than the full tax debt.
  • Taxpayer Advocate Service — Help when an IRS issue stalls.


Sep 4, 2026

In this episode:

  • IRA Rollovers — Rolling over traditional 401(k)s and IRAs, converting traditional IRAs to Roth IRAs, required minimum distributions, and estate planning considerations.
  • Natural Disaster Tax Relief — New federal legislation easing casualty loss write-offs for qualified disaster victims, including...