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Accounting and Accountability

Feb 23, 2024

In this episode:

  • A breakdown of medical expense deductions.
  • Tax strategies for charitable giving.
  • Tax package passes in House but remains in Senate.
  • You can check on your federal tax refund at any time by visiting IRS.gov.

We are visited by Michele L. Reynolds, CEO of Shelly Sons Electrical and author of “


Feb 9, 2024

In this episode:

  • The filing of the digital asset Form 3800 has been delayed.
  • A review of Shareholder Basis and what the IRS is focusing on.
  • What happens if you miss the Required Minimum Distribution (RMD) deadline.
  • A refresher of Net Investment Income Tax (NIIT).
  • Reminder that there is no statute of limitations on...