SouthJersey.CPA

SouthJersey.CPA We’re living through some crazy times. But you don’t have to navigate them alone. No single adviser can be an expert on all these issues.

Let's discuss how to boost sanity and build on financial success: Lowering the cost of financial support, build income and relationships and expand into new investments I help small businesses by getting directly involved solving the toughest challenges. Today's small business CPA pulls together the essential data and makes it easy to make decisions on many facets of making the most of your small

business: Operations (business formations, bookkeeping, payroll, tax reporting), Cash Flow (Owner and employee benefits, pension, non-qualified deferred compensation, tax credits, credit) and Maximizing Value (valuation, stock ownership, purchases and sales, continuity, estate planning). Yet it is essential to have a key trusted adviser who can coordinate all of the pieces.

06/05/2026

Tax pros increasingly notice that IRS dysfunction is a threat to the rest of us.

06/04/2026

I was asked what criteria I use for evaluating a new client. I explained the logic behind the $5,000 rule.

05/24/2026

New Jersey scores top ranking in quest for the American Dream

In a recent publication scoring all fifty states on factors including percentage of college degrees, number of foreign-born residents, average debt, average salary, life expectancy, and percentage of home ownership to determine which state offered the best opportunity for career advancement and success. These rankings scored New Jersey at the highest position in the country. This high score can be attributed to the state’s high achievements in education with over 43 percent of residents holding a college degree. New Jerseyans have a life expectancy of 79, have high rates of car ownership (917 cars for every 1,000 people), and a higher than national average salary of $76,321. The state also holds a high percentage of diversity among its residents, with 25 percent of people born in New Jersey coming from other nations.

05/23/2026

All of the major AI companies shifted position statements in the past week to emphasize that their products follow your playbook, works in your tools, and completes end‑to‑end tasks, not just a Q&A bot.
Meanwhile, a large survey in the accounting industry reports that while users find positive value, most still provide manual oversight and some report finding significant errors. 90% use chat bots for research.
An interesting observation: accountants report concern over disclosure of private data in violation of firm policies by their staff and other accountants, but not by themselves. Also, possibly unrelated, over half of respondents report experiencing a data breach at some point.

05/21/2026

A story of changing strategy on taxes and bankruptcy.

05/21/2026

“Human + AI,” not “human vs. AI”
Until now the AI conversation has centered on machines outperforming humans. In my world of serving small businesses, the more important question has been how humans and AI can work together most effectively. The tide is turning. We will reframe the questions in coming months. For now, I am focused on getting as much benefit as possible for my clients while the cost is still low and service is widely available.

So you are an executor of an estate in New Jersey. It can be daunting. What needs to be done? Here is a 20 step checklis...
05/15/2026

So you are an executor of an estate in New Jersey. It can be daunting. What needs to be done? Here is a 20 step checklist of issues in the settlement of an estate in New Jersey:

So you are the executor of a New Jersey estate. It can be daunting, especially if you have not done it before and do not have support. Here’s a checklist of what actually needs to happen: Ste…

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