User talk:Kevinh5

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search
Leave a message for Kevinh5

This page is where you can leave a message for Kevinh5. Kevinh5 will be notified of messages the next time they access TaxAlmanac.

Please make sure to sign your message by adding four tildes: ~~~~ at the end of your message.

If you are actually Kevinh5, this is your page. Feel free to edit your discussion page to add or remove anything you'd like.

Leave a message for Kevinh5 by clicking here




I love your article about IRDs! I've just created a shortcut to it. If you enter IRD in the search box, it'll go right to your page. This is exactly what we had in mind when we launched TaxAlmanac!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 22:58, 6 March 2007 (CST)

EA exam

Hi Kevin, thank you for your help regarding Fixed Assets. As you may see in my profile I am already retired, have a small practice in Houston but even though I have an MBA from NYU I was not interested in pursuing a CPA certification since I was in the corporate sector. Now I regret it. I am trying to take a second best choice which is Enrolled Agent. In 2005 I took in the old format all four parts, but unfortunately I only passed 1, 2, and 4, and I missed part 3 Corporations Fiduciaries... etc. I took the test for the part I missed under the new Thompson format and I failed it by three points. However I don’t give up and I am planning in taking it again around May or June after all this Tax season commotion. Now I need your wisdom in telling me please what will be the best way to study for this exam. Is there any courses? Or classes I can take or is there a method I can follow to study to pass this test? I would appreciate any light you can give me.

Thank you again

Jerry A. Mercer

Thanks Kevin, I am comfussed. Why would I study parts 1 and 3 and then 2? I only missed the Corporations Part. and they are giving credit for the other parts I passed. I am inclined to buy the GLEIM EA review book only for the new part 2 Business. Any comments on that?

THank youBiggulping 12:40, 7 March 2007 (CST)

Your Web Site

NIce site. My father is a retired CLU. He worked for Prudential. He said it stands for Chartered LIfe Underwriter. Your web site has you as a Certified Life Underwriter. If that the same?

Are you teaching the final 1040 in Colorado this summer? What is your email address?

Thank you and question on EA

Hi Kevin,

I just wanted to thank you for all of the times you have answered my questions on this forum. You are very knowledgable and I wanted to know your opinion on becoming an EA. I also have an MBA and I am a Registered Tax Preparer in California. Some of my CPA friends say I should take the CPA exam and others say I should take the EA route. I was interested in why you choose that path and what do you believe are the benefits and downsides to becoming an EA and also the benefits and downsides to becoming a CPA. Also, for one who is not good at memorization but who is good at test taking overall, which path is the best?



-- To change your bookmark settings, visit

Feedback and further assistance:

legal fees

hope you are doing well, I have some stuff on legal fees i thought you might like, didn't think it pertained to any particular discussion, i always enjoying your comments !

don't know Robert Wood, just some of his stuff about legal fees i found interesting, I hope this is helpful

TexCPA !

Thanks Kevin for your presence and a question for you

Hey Kevin;

I have learned sooo much from you and I for one value your opinion above many others...

I am thinking of taking the EA exam this year...I am a CPA but it is beginning to cost more and more to keep this designation and besides that, I don't need it much anymore being in a small town and no intent to audit ever again!!

I talked with another CPA friend the other day and they think I should not go for EA, that being a CPA is more distinguished...however....I truly think it is overrated....

Even some on here that are "preparers" know a vast amount more than I....

What would be your response to someone who says that a CPA is more valuable? Since you teach and also are involved in the EA community, I thought I would go to the horses mouth on this one.

Thanks so much!!


Thank you Kevin!!

Oh for sure I know I need alot of studying for the EA exam. But in the town I am in, I do more taxes than anything else. Yes, I do a ton of F/S, but I don't really (for my clients) need to provide reviewed or audited statements...they are statements for internal use only and for tax return prep most often.

I don't care much about titles....they are simply letters after a name and mean absolutely nothing except you need them sometimes to show others....

Thank you for the input. I am going to try this thing....haven't taken a test in years, but as I said, the need for my CPA in this town is not cost effective. I can certainly reinstate it if I choose when the business needs it, but for the work I do...I want to know more about taxes and less about what I already know about...hehehehe

Thank you!

Thank you for removing those spam posts!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 08:49, 11 May 2007 (CDT)

Stepped Up Basis

Just wanted to say research leaned on yes but it wasn't black and white...just wanted to hear it from another source.

Can you give me a hint to where I can see this in a reg, code sec ect>>>Have to let an attorney know. Many thanks, Tax Lady

Special Thanks

Special Thanks for Mr. Kevin Huston for replying the links you sent me for EA exam really helped i already registered for three day workshop. but i would really appreciate if you can guide me where i can get the detailed knowledge about part 2 as i dont know practice in corporations, trust or any non profit organizatoins and i need to know about these things in detail. by the way would it be benefit for me in any different way if i will practice as EA instead of practcing as self employed individual.

thanks again for your time

Jaideep Singh


Thanks for encouragement. Faxed over stuff earlier, and your name is down as my referral...if you win a trip to Hawaii, take me.

Thank you

Dear Kevin H, Thank you so much for your assistance in turning my collections situtaion around. I also appreciate your comments about adding financial services which I probably will do eventually.

Jane Davis


Thank you for your help! I really appreciate the knowledgable advice!

KimT in AZ

Hello Kevinh5,

I wanted to thank you for giving me some great resources to prepare for the EA exam. I think it was NATP but I found some great on-line classes and CPE opportunities...just wanted to thank you. Have a nice evening. I took a class with TaxMama last summer to prepare for the EA Exam and although it was a great class; I just did not feel ready. I had some medical issues that distracted me from getting the most of the class. Thanks Again and I can tell that you really do know your stuff.

F-1041 Deducting Closing Expenses on Sale of Residence

Thanks for your note. I have read that expenses related to a personal residence (of the deceased) for sales expenses are deductible. Does that include the brokers commission, legal and the various closing costs?

Thanks for your input.


Re: Mr. Huston

Dear Mr. Huston,

What about HD Vest. I am hoping the financial aid services will bring in more tax clients and then I can associate with someone like HD Vest. Can't make money doing accounting and bookkeeping.

Jane Davis

Confidentiality Agreement

Thank-you for your time!

Education does payoff!

CPA I do subwork had a client die and asked me if an estate tax return needed to be filed. (He owned three businesses.) I said yes and that I had just gone to a seminar about them. I'm taking my book and going to the CPA's office on Friday. I suspect he'll just ask me to do the return.

Thought you'd be interested. Thanks for the great class!

Various Matters

Dear Kevin,

You have responded to some of my questions in the past and I greatly appreciate that. I am going to an HD Vest local meeting with a buddy of mine to check it out. I have 130 clients at this time ( live in a rural area) and may wait till I have more do do investments.

I an EA as well as have an out of state CPA license ( which I can't get reciprocity for easily and will probably have to do some audits for someone to get it). I do writeup work, tax returns and planning as well as QuickBooks consulting for individuals and small businesses. I am not a great fan of audits but wish I had that CPA( a self esteen issue) I wonder if it is worth all the hoops to try to get it ( fees, peer review,etc) when I probably would only do a few compilations. Can CPA's charge alot more for the same work as EAs? Would focusing on financial planning ( if I get more clients) make up for the economic difference. How is it working for you?

thanks. that's alot of questions. Sorry I could not make the NATP convention this year. Is there a way I can purchase your seminar?

Jane Davis, MBA/EA/CPA

Hi Kevin

You had left me (TaxNerd) a message. My name is Larry Moon and I used to work with Griffin & Associates. One of the other guys at that firm works in Marietta now. His name is Stafford Huff. You can e-mail me at, or my phone number is 770-438-2080. I would love to have somebody to refer clients to if you are accepting new ones, especially the more complicated ones that I am trying to avoid, although I believe you are in NC now. Feel free to contact me. Going tomorrow to the NCPE corporate seminars. I like their seminars, but I'm sure they don't compare to yours (this is where I would put the smiley face thing if I knew how).

PVV's Ethics Post

Your post to Natalie was excellent. It hit me last night that it would be malpractice to disclose this without full client consent. It shows how quickly we can fall into a trap. It was an superb discussion. Very Socratic as it proceeded along. CrowJD 16:21, 14 September 2007 (CDT)

How to do Tax Research


I love your idea about a course or tutorial on how to do tax research. I didn't want to reply to you on that discussion as I want more people to answer the original question and not get sidetracked on this topic. Would you be willing to help out in putting together such a tutorial, or at least a framework? One thing that wikis are really good at is allowing people to collaborate on a topic, constantly improving it. I am more than willing to help, but I have a programming background, not a tax background, and I doubt I'd be able to hit the mark on the correct organization. TA has quite a bit of reference material, and I'd love to put together a tutorial to show people how to get their own answers. Let me know what you think of this idea.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:47, 19 September 2007 (CDT)



I'm thinking through a few issues here...

  1. I personally have no issues with you submitting the article elsewhere, but we'd need to think about the following:
    1. Would there be any issues with copyrights, etc. if it was submitted to both locations? I think this could be worked out.
    2. If the article was written collaboratively by many members of TA, who would the "author" be when it was submitted elsewhere? Would we need to get approval from all authors before submitting elsewhere?
  2. If the TA article has links directly to the source material here on TA, and perhaps makes reference to how to do the research on this site, how would that work in a published article?

What about the possibility of writing 2/3rds of an article and then diverging from there - adding TA specific references to the online version, and fleshing out the published version. The published version could reference the TA version and the TA version could reference the published version, both similar but with unique differences customized to their audiences.

This is an important topic, and I appreciate you taking the time to discuss it. I think these issues have prevented others from submitting work here.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:20, 19 September 2007 (CDT)

Thank you.


Thank you for taking the time to answer so many of the questions i have posted the past 2 years.

You have been and still are a tremendous help!

I am very grateful for everything.

I hope i can give something back in the future as well.

Have a great tax season.


Did search on Casemaker

Kevin: I just did a search on Casemaker (free service to Ga. Bar Members) which includes GA statutory and case law. I entered "Divorce Twelve Months", "Divorce one year", and "Final Decree time", and got nothing of interest. I did hear of the law, or proposed law, you mention. To be sure, you can call the office of Legislative Counsel.CrowJD 11:04, 10 February 2008 (CST)

Separate Maintenance Proceeding

The item my client has starts as a Separate Maintenance proceeding. It's a strange bird, and is not the same thing as your normal separation agreement. This is an explanation I ran across that attempts to explain. You may have already run into this yourself when you were in GA. Notice that it does not start off as a divorce, but as a distinct Proceeding for Separate Maintenance:

What is a Separate Maintenance Procedure or a “Bed and Board Divorce?” Perhaps the most frequently spoken of, but least understood form of marital separation is the “formal judicial separation” which is sometimes called a legal separation. The “formal judicial separation” or legal separation is initiated as a lawsuit by one spouse against the other. The name of the lawsuit that results in a formal judicial separation varies in different states. It is often called a “bed and board divorce” and in Georgia is called a separate maintenance proceeding. The legal assistance office will not be able to assist you with a separate maintenance action other than to advise you of the benefits and procedure involved in this action. From a Ft. Mcpherson Newsletter. CrowJD 11:22, 10 February 2008 (CST)


Hi Kevin,

My name is Michelle and I am a CPA. I started my own practice this year and realized there were a lot to learn. I already tasted the sweetness of digging more into tax field!

I would really appreciate if I can get your advise from time to time.



Hi Kevin,

After reviewing the boards, it appears as though you are the resident expert on this topic!  :) Any words of wisdom? At the seminar that you attended last year, were you told about the necessity to use 263 if you want this deduction?

All of our clients are exempt from 263. Do you have a methodology for implementing 263?


Mary Anne

On Bipolar

Kevin: my father was a manic depressive too. The only thing that kept us from rack and ruin was the fact that he had started a business in the 50's that had done well, and the employees managed to conspire to keep him out of there when he was in the manic phase. Two years after he was finally started on Lithium, he died. I was 17, but it was much harder on my sister at 11.

I can now see the humor in certain aspects of it. Coming home from school on the bus one day to find sheep grazing in my front yard in your typical subdivision. lol. True story. The toughest thing for any human being to face is when there is no one to blame.CrowJD 09:35, 3 March 2008 (CST)

nurse letter follow up

Hi Kevin,

I got my first call today from the nurse letters I previously mentioned. Actually, it was a male nurse who gave my letter to his female nurse friend who called me.

She is scheduled to meet me at my home office for a tax meeting on Monday, so it looks like I have a decent chance at 2 new nurse clients and then I can put your great advice you gave me into effect. (part yr CA part yr NJ resident, lives in NJ now works in nyc)

Since i finaly got a nibble, i will try to muster up enough energy to send some more letters out tonight :)

Thanks a lot for your time and suggestions!!!!!



hi kevin

i was reading a post somewhere that you posted up saying you were located in asheville nc and that triggered something in my memory. I told my partner and she looked up in our records, im pretty sure we attended an estate seminar you put on in atlanta a couple years ago. It was good stuff. Anyway, small world i suppose to run into you here. If you ever put on any more seminars please let me know. We are trying to gain knowledge in the 1041 prep area, we get asked to do more every year.

thanks scott

You were on fire this morning

Kevin- Good for you. I took a few minutes to do this. Maybe Tim can highlight the DIY and this so people will get the message. TomTaocpa 09:53, 8 March 2008 (CST)


Green dinosaurs

Kevin, Thanks so much for the laughter today. Although I had a hard time getting work done, what with checking your posts. My son in particular appreciated the green dinosaur. Had to show it to him about ten times. Pierce Pierce 18:03, 8 March 2008 (CST)

your were rare form

Was there a full moon behind all the clouds? I tried to post this yesterday, but just then my power started to flicker & went out for a while from a storm. Some sort of cosmic intervention? You were pretty snappy & and pretty funny yesterday! FWIW - I am not offended in any way.

name calling

Kevin, Just to clarify, my post on name calling not being professional was definitely not directed at you. I thought you handled the personal attack quite well.

Candyass psuedo intellectual? Hardly.

I appreciate all your comments on tax issues and have learned a lot from them.



First, thanks for all the input you give. I have 2 questions. 1) What are some good topics to give talks on? I am going to look to give a series of talks but do not know the best topics. 2) Do you know anything about HDVest?



Thanks for the info


Thanks for the info. I think I will plan on getting hold of a local group and attending a meeting. If there is any benefit to you giving me the information then I would be more than happy to do that.


Dusty 09:17, 12 March 2008 (CDT)

Thanks Kewvinh5.

Mikel 13:48, 12 March 2008 (CDT)

Leon Faris

Hi Kevin,

I'm the CPA in Kennesaw who posted the other day. You mentioned Leon Faris, but Derek Leroux is who I've been in touch with at PAS already.

I'm assuming you're still in the area and, seeing the HD Vest in your profile, doing financial planning? If you are still in the area I'd love to take you out to lunch one day if I could "pick your brain" for an hour or so while we eat.

You can e-mail me at or give me a ring at (678) 314-3604. Thanks Kevin!


Kevin Trust Resource

I have a title from Surgent: "The Complete Trust Workshop", Code TCTW, I think it's pretty good, sometimes spotty in it's cites, and slim on examples; so it's above average but not great. I am not an expert in the area. One class on Estate taxes and one class on Income taxes in law school (1985), but I'm trying to refresh my education.

GS Cookies

You are more than welcome. I am glad the kittens enjoyed them as well. It was my pleasure. TomTaocpa 21:04, 20 March 2008 (CDT)

CRUT discussed earlier today

Hi Kevin,

One more question, if I may.

These same clients who created the CRUT in CA moved to CO 1/1/07. The trust document does state that the administration of the trust is governed by the laws of the State of CA.

However, a legal professional is telling me that the state trust returned to be filed is CO.

Which state should be filed?

Thank you in advance,


State CRUT

Morning Kevin,

Thanks for your input again.

I understand the nexus issues about filing a state return. But in this case, now that the California property has sold, the $$ are invested in cyberspace for my now Colorado clients in a Vanguard account. Are the assets really "IN" any state? Or in this case, are they considered located where the clients live?

If that's the case, then I need two 2007 state returns as the property sold in January 2007 and in 2008 it will be entirely CO.

GailGwcpa 09:58, 28 March 2008 (CDT)

Thank you!


Just thanks for being there to help out. I really appreciate your input!

GailGwcpa 13:12, 28 March 2008 (CDT)


Kevin, thanks for your reply. I understand what you mean with the math and theory differences. I'm going to post a statement on the thread that I'm referring to. If you have any insight, it would be greatly appreciated. Thanks again.Mbaqb 16:40, 28 March 2008 (CDT)


Hate to tell you, but I felt honored that you replied to my Proseries depreciation question. My response was intended to be good-natured and I hope you took it that way. This is my one and only "chat" forum, so am still learning that things sometimes are taken differently when typed vs. spoken. (come to think of it, this is my one and only social outlet at the moment as well). Hope things are good with you. Pierce 19:36, 29 March 2008 (CDT)

energy credit

thanks....very very loose...but don't want to take a $2k credit and have it bite me in a year!

Life estate question

Researching this topic and came across your explanation. Thanks for the links; it gives me most of my answer. Have a similar situation here in NY with the sale of a residence with a retained life estate.

The only difference I see with the Tax Pro example in the March article is that the parent actually deeded (for $1) the residence 10 years ago. Therefore I don't see that she meets the "ownership" test. Doesn't matter though, the nursing home expenses wipe out the tax liability.

I'll be apportioning the gain based on the tables between the parent (life tenant) and the daughter (remainder interest).

Do you think I'm missing anything?


I need your help!

GLM, its because when you first start using the terms, you have to say "an increase to the bank account is a Debit, Right?" and "An owner's contribution of capital is a Credit, Right?" DR, CR

That is one of the funniest posts I've ever read.


kevin, did you announce who you are now teaching for and your 08 schedule. Thanks, ekcpa

Aloha Kevin

I don't see you around TA so much these days. Just thought I'd check in and say hi. Hope all is well with you and your family after the tax season. Mine was the absolute worst season and one that cannot be repeated, thankfully. But we are now moving on to the extensions and actually, it's a lot easier, even the harder ones are easier without the deadline stresses. Take care, Paula Wilson

RMD - Thanks for helping out

So let me see if I understand. The penalty will show up in 2008 for the 2007 RMD, IF the RMD is assessed (or the IRS picks it up). If I file form 5329 and it is determined not to be assessed, then nothing should/will show up in 2008 and no further action must be taken.

Thanks! Jordan

401(k) question

Thanks for your response...much appreciated.



Did you ever teach the NATP 1040 Update and Extras seminars in Virginia Beach, Virginia or the NATP corporate/partnership classes in the DC area? If so, I did take your class.

I have submitted two questions tonight (one dealing with the distribution of real estate to a partner and the other dealing with the reporting/accounting for the proceeds of the refinance of a loan secured by rental property owned by the partnership) which I desperately need help with. I have 5 partnership returns for the same client, a client who basically has no bookkeeping skills. I have just about driven myself crazy trying to straighten everything out, and am at the point of second guessing everything I'm doing now.

I'd appreciate any help you can give me. I've put so much time into these returns that I hate to give up now.

Debbie Carlucci DCTAX1


Hello Kevin, Omega1911 here, it caught my eye that you mentioned "ASED" in your response, as an ex-IRS person I'm impressed! Not many tax pro's mention things of that nature, and I truly believe that knowledge of IRS operating/processing procedures is a very important knowledge-base to have. Keep up the good work!!

P.S. I agree 100% about the value of tax software - will never replace a human tax pro!!!


Kevin - I don't know what you're referring to. I haven't had anyone on this board bugging me in a while. Although I have noticed that WPBCPA gets a bit nasty to those who don't have his "espertise".

Sorry Kevin - I forgot to leave my identity in the prior post. Uncle Sam

I can use all the help i can get lol

thanks kevin

im looking at sandys audit thread right now too, thanks again

Wished I had metr you

I was at the Atlanta conference. Good classes. KG was dynamic as usual. Hope to meet you at net year conference.

Distr from insurance contract

Upon further review, it was an insurance contract, and it was NOT part of a Qualified Plan, just a whole life insurance contract. This client is a CFP and he says his district director told him the distribution is NOT subject to the 10% penalty. I am not able to confirm that with my reading of the tax code. Can you lead me in the right direction? Thanks for your help, PJ


It's the best I could come up with considering I really don't know her.

I will let you know if anything comes of it.

TomTaocpa 13:30, 19 September 2008 (CDT)

Hi Kevin, I read about your Teaching, Wow, that is Great

And that must be a great topic to have your masters in INTERNATIONAL BUSINESS. This really applies to me because I have a Japanese wife and my two kids are in Japan living with her parents. Her mother is ill and she is going to stay over there for a while. I wanted to go over there. Is it possible for an american CPA to find an accounting job in Tokyo if you don't speak Japanese? Maybe you could refer me tosomeone who would know the answer to that. I would appreciate it so much. Also while I have you on the line, I have been trying to find some tax info on selling investment residential real estate, that is not rental income property, that is just held for investment purposes. This person is a mortgage broker, so it is not his profession. I figured to treat it like a stock transaction, on Sch D, but I really don't know. I can't find anything on this. You may know...anyway, sounds like you have a great career going on for you. Congratulations on that...Ed Lutchansky



I wanted to get your take on NATP and their materials. I am expanding my studying and I can't right now sit through all day classes, so I can do only self-study or on-line for CPE. Anyway, I was thinking of joining NATP to expand my horizons and study material options.

Any input is greatly appreciated.

Thanks. TomTaocpa 22:02, 16 October 2008 (CDT)

Thanks for the information


Thanks for the information. I am probably looking for training materials more code specific. I might order that and the 1041 as refreshers right now for re-training purposes. I am surprised at how much I retained, but also surprised at how much I lost. It's not fun, but I need to ramp up now.

Thanks again. TomTaocpa 21:24, 19 October 2008 (CDT)

Glad to Have Met You This Weekend

Kevin - You now can identify a face with a name. Thanks for coming to New York this weekend. I know I appreciated your lecture as it gave me a clearer picture of 1041 preparation. As with all the convention's education topics, I now will be spending a couple of days actually READING the stuff to really comprehend it. Glad you were able to come. By the way - I happen to be one of NYSSEA's co-founders - although I never was President - was on the Board for a couple of terms - but never President.

Uncle SamUncle Sam 21:27, 26 October 2008 (CDT)

NYSSEA Lecture Outline

Kevin-I'm going over the convention CPE subjects now (as I ususally do from any CPE session). I really did find your lecture informative - especially since I have TWO clients that have passed away this year.(One on April 1st - no fooling-a man age 101).

Anyway I wish to point out something (non-technical) that you should be aware of, in case you will be using this material for another lecture. On P. 8 - just under Medical Expenses - there should be a bold caption of Miscellaneous Itemized Deductions, because it looks like the 2% stuff is mixed in with the Medical Expenses. ````

Sorry - forgot to sign my name. Uncle SamUncle Sam 10:02, 29 October 2008 (CDT)

Rental income in corp

Kevin, would you take a look at the question I have on the building rental in a corp? I am pretty sure the corp is subject to the passive activity rules. I'm just not sure how to handle the expenses. Natalie 11:28, 4 November 2008 (CST)Natalie

divorcing couples RichCPA 11:30, 9 November 2008 (CST)

Kevin I left a message on the forum anout this topic. Appreciate your taking a look -- just want to make sure I am understanding the thread correctly. thank you -- Richard Streitfeld in RI RichCPA 11:30, 9 November 2008 (CST)

Thank you


I downloaded the spreadsheet, thank you very much.

If I can ever be of assistance....don't hesitate to ask. Obviously, I graduated with my Accounting degree a while ago, left the profession, and came back when my wife quit work (thank, hon!). I started doing simple returns and I am adding layers to the onion as I go. I know some people probably get tired of some of the elementary questions (to them) but I tend to treat each client like a case study. Most everything, I know enough to go find what I need. This guy is on the cusp of minority interest, at risk rules, and did things about as hard as he could. Of course, his bill just went way up for this year!

Thanks, Michael

NAEA Board

Kevin - Once you're on the NAEA board, you need to log in with your user name and password. Once logged in, you then click "Resources" on the top tool bar, then "Member Resources", then "NAEA Member Board" I haven't had to do it in a while, because a long time ago, I created the settings on my "Favorites" list, and I'm automatically logged in.

Beware - you have your "special types" on that board also - but since you MUST BE an NAEA member to get in, the discussions are much more professionaly disciplined.

Uncle Sam````


I saw JR post and realized I'd forgotten a very important category - and by the time I got back with the link, you'd fixed it already!


This is good news...

I am glad to see this happen. Frankly, I know it got old. I am glad to see the changes he made and glad he gave you and Trillium some limited authority.

Thanks for the hard work.

TomTaocpa 20:24, 3 December 2008 (CST)

I like it

I think your first issue is that it's named "Discussion:Template:etc" and needs to just be "Template:etc." Once it's a template, you can call for it to appear on the consumer forum - I haven't done that yet, but I did see how it was done while talking to Tim about something similar. I'll play with it a little if you like (now that I'm finally awake!)... Trillium


Hi Kevin:

I see what you have been working on with the question. Here are a few pointers:

  • Rather than working within a discussion, you can just type a pagename into the search box, hit enter, and then click the link to start a new page.
  • Templates should have the name "Template:Something" while discussions should have the name "Discussion:Something". Standard pages should just be "Something".

For what you are trying to do, I would create a new page with the title "Template:CQ" (stands for Consumer Question, but is short). On that page, add in your divbox coding, and save. Now you can just add {{CQ}} to any page (the "Template:" part is assumed). You can do this for just about anything, including welcome messages, notices that people's messages have been moved, etc.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:41, 5 December 2008 (CST)

Another option

Another option would be to just go to Template:Consumer Questions and add the divbox to the bottom of that template. That way no new page needs to be created, and all discussions in that forum will then have the box at the top.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:48, 5 December 2008 (CST)

Another good suggestion from Tim

I just set up two templates we can use after we move questions. You go to the user's talk page, start a new message, and then in the text box you type either {{subst:MoveDIY}} or {{subst:MovePro}}, depending on whether you want the first boilerplate message for likely DIYs, or the one that is for someone who may be a tax professional but hasn't completed their profile.

When you click preview, the text from the templates appears, and it can be edited if needed (e.g., if they posted in the acctg forum rather than the tax forum).

This ought to be handy if we're travelling and signing in using "foreign" computers - we may not always have the handy Word document ready for the copy and paste process.


HD Vest Tax Forum

Never mind. I got it. I didn't even know HD Vest had a such forum. I just checked it out on HDVLINK. Thanks for the tip. Owen (TaxSense)

from taxea

Hi Kevin sorry for the late response I am still trying to figure out how to answer messages. The reason why I don't belong is because I really don't like the idea of having to pay for both the national and state memberships in order to be a member. I also think that referring people to an EA is because at least an EA has, at some point in time, been educated above a basic preparer and doesn't charge as much as most CPA's I know. Anyhow, I have thoroughly enjoyed your posts and again apologize for this delay in getting back to you. Have to learn this part of the forum.taxea

Thank you

Hi Kevin,

Thanks for your help. One final question if I may. IT appears the amount on Line 9 of the AMT NOL worksheet is the same amount which should enter on Form 6251,line 27 ATNOLD.

Is that correct?

I really think that the IRS has outdone themselves in making this way too complicated.

Thank you, Sandra

You are MY HERO!


Oh, good!

I was coming here to apologize for sort of "stepping on" your decision to delete the post! I just have this aversion to outright deletion - do it to the wrong person, and we've created another Mike0310, but mainly it seems to go against the way things oughta work.


  1. Create an article, paste the entire contents of the post (from {{ to }}. Add {{Consumer Questions}} at the top, change ForumReplyPost to ForumNewPost (although to be honest, I'm not sure that last part matters).
  2. Move article to discussion (add "Discussion:" to the front of the name).
  3. Post something to the discussion, otherwise it won't sort into the Consumer Forum or All Topics listings.

Voila! Other than that, it was probably just timing; I've been doing other stuff today and just happened to sign on right then.


Fee Study

Awesome. Thankyou very much! Anchorman 10:06, 19 January 2009 (CST)

Good find!

Unfortunately, it does affect every forum. We would not want that same message for the consumer forum, chat, feedback, etc. Only for the tax forum. (And on the accounting forum, "accounting professionals may" etc.)

I'd say change it back for now, as it's changing too many things. But we keep that in mind, and maybe Tim can split it so it would be variable by forum. (It may be too subtle to actually change new user behavior, anyway.)


Back Me Up!

Kevin, Thanks for the support buddy!


Thanks - you responded before I'd even finished the e-mail I was sending to you and Tim, so I incorporated your suggestion into the mail. I think that would be okay, although it'd be my second choice. Let's wait a bit and see if Tim responds. I'll check back in about an hour. Trillium

Thanks (re: V4)

I was a little worried about my judgement earlier, but things have finally calmed down a bit. I agree, that second article was worse than the first one. If it's okay with you, I am going to steal your wording ("articles...factual information and instruction") for later similar offenses; that was much better than what I was coming up with before. Trillium

changed my mind mid-stream

I started to move it, then stopped to read it more thoroughly, and decided that even in the Bus Gr forum, that particular post probably wouldn't go over very well. Also, all the people who read "all topics" would just see it as more spam, especially after this morning's event. So I will suggest that he start his own disc on Bus Gr with more than an ad and an offer of svcs - he can refer to his profile for the ad, keeping that out of the discussion altogether, and he should provide some general advice, as you'd initially suggested.

Sorry for the sudden 180. As you could see, I'd already moved it and was just in the middle of the reformatting and bumping when I reconsidered.

Trillium 14:50, 30 January 2009 (CST)

My user page & spam

Tim set up my profile page as a trial to see how we might be able to organize user information a little differently. I was not able to correctly move the picture to where it should be, and I never took the time to go back and figure it out. A lot of the stuff I simply left blank because I didn't want to post that many details. The idea was that people could look at the page as a sample and see if we should move to that kind of set up. If you can put the picture in the right place, that would be fine with me.

As far as spam goes, I'll try to remember to let you know the next time. Natalie 15:05, 30 January 2009 (CST)Natalie

Oh, and I'm glad to hear seeing the hiking pictures brought back good memories.

You have been very busy! Thank you for the star! Natalie 00:25, 31 January 2009 (CST)Natalie


BeatleFred had a star?!?! Just goes to show, I was right to be ignoring them all along. LOL.

Trillium 15:40, 30 January 2009 (CST)

how to delete spam

Yes Kevin...please teach me how to delete the spam post. taxea


Thanks. I wondered if perhaps they hadn't been updated in a while. When you click on a profile of one of the long-time/regular posters you get to see their star rating. Then when you click on the text of "Gold Level Contributor on TA" (not the star itself), it gives you a nice list of top contributors, and tells you that Bronze is for >50 quality posts, Silver is >100, Gold for >200, and Platinum for >1000. I've come to recognize the regular (and experienced!) posters whose opinions I value, but occasionally I'll wonder about an ID that I don't recognize, and this star feature is helpful. Olycraig 16:32, 2 February 2009 (CST)

from taxea

thanks for the delete info.

re the SSA: by collectively I meant we professional preparers...can you think of a way that we could convince the SSA to allow us to verify SSN's through their site that is set up for payroll personnel from private businesses. I mean, after all, the IRS wants us to be sure the information is as it shows on the SS card. I think it would be very helpful if we could make use of this site. taxea


I want to thank you for thr great job you do here.


Best Regards,

Roy Dale One RoyDaleOne 10:54, 3 February 2009 (CST)

5 yrs on hot water heaters


You're famous!

I googled life of hot water heater and your answer in tax almanac was 5 yrs because it is an "appliance".

I thought that's what it was -- my desktop guide certainly does not mention it though -- but I know you've got that particular number tattooed to your forehead.

Have a smooth and profitable tax season!


Wasn't sure I believed him

You know, I didn't move his Q last night, when he first posted it, for the same reason you just moved it back. I'm still not sure exactly where the guy's coming from. But I think the combo of being moved, and then moved back, might just get a profile in there, and we'll have a better feel then for exactly how to answer his questions (what level to aim for).

Trillium 11:21, 6 February 2009 (CST)



I've been searching the site for CRUT info and it quickly became apparent you have wealth of related experience.

Can you recommend a reference for annual filing requirements.


John Bumgarner jhbcpa at gmail dot com

Jhbcpa 21:05, 6 February 2009 (CST)

I have read your discussions about S Corp shareholders getting paid a salary in ratio of 60/40 for 60 % W-2 and 40% distributions. My question is whether partners need to have guaranteed payments or can all salary be distributions? If they need to be paid guaranteed payments, would you recommend the same 60/40 ratio? Bdavis 22:00, 6 February 2009 (CST)

Do you hire out for telephone consultation on the subject of Cancellation of Debt? If so please reply with rate and I will provide my telephone number. Thanks. Dick Richardson

Forum Award-RoyDaleOne

Kevin - I should have read your post above RoyDaleOne's. I also thought others could leave the Forum Award on ones page. I just added this to RoyDaleOne's page believing this was how it was done. At one time long ago, it was so. If this has changed, I did not mean to overstep anyones authority. Michaelstar

Repeatitive posts

Nice way! I think you are doing just fine!!! taxea


Dear Kevin,

I have not actively participated for some time at TaxAlmanac as I have had other commitments. Hopefully I will get the motivation to participate once again soon. I do remember your valuable input and sharp wit and would sure like to be your friend on Facebook. I've recently established a profile on Facebook and am quickly finding this may be an excellent way to stay up to date with friends and family and possibly even clients and colleagues. As your friend I would look forward to receiving an automatic feed of your comments and posts; plus hopefully I could offer you some useful information, or at least some entertainment. Although I'm just learning what all it has to offer, I expect this is going to be the wave of the future as far as being on the cutting edge of communications.

We have had a few private exchanges, including just before my trip to Asheville a couple of years ago. If you do not have the time or desire to set this up, I will certainly take no offense if you do not accept my invitation.

Best Regards,

Brad Gooding

Dallas, TX

at TA: BEGooding

tel. 214-520-3465 mail:


Hi Kevin,

I am wondering if you can help me with something. You made reference to IRM 6 in a thread re the auditor touring the place of business. I think that what you referred to is something that I should know (Internal Revenue Manual???). In any case, I just received an audit notice and need to review my client's rights.

Also, I am concerned about where the auditor does her examination. She is a couple of hours away from me. Can she require me to take the time from tax season to go to her office, or can I insist that the audit be transferred to someone closer to my location?

Thank you for any direction. JAD 16:20, 14 February 2009 (CST)

Kevin, thank you for your response, which was very helpful.

Hi Kevin I don't feel like should have the authority to move a post from what appears to be a non pro, however I would like to help keep them off the forum. I quit going to The Tax Book forum because they are not as active when dealing with non-pros.

How should I handle this? taxea

Searching for fun

WRT your QDRO challenge - Wes seems to agree w/you here: Discussion:QDRO_rollover_funds.

On W-2 for parent (et al) caregivers: see #46, 47, 48, and 50 on this search - maybe others - but of those 4 I believe you only posted to #48; is that the one you were thinking of?

Oh - and take a look at the first time Cbtax posted his Q, in Dec. He's learned a lot since then about how to "pass" as a tax pro, eh?


Dude - stop attributing already - I'm blushing!! I'd have posted them on the discussion(s) myself but was too lazy to really make sure that they truly fit the topic(s).


Shareholder loan to C-Corp unpaid


Thanks for your response. I believe the shareholders made loans to the company for operating purposes. They were both paid reasonable salaries, but not excessive. So, I'm not sure how you decide that something was for protecting their income and/or supporting the ongoing operations.

So, to my original question, is the bad debt recorded on the schedule D or as write-off in the current year of the entire amount?

Thanks for your help in advanceWelski 10:44, 24 February 2009 (CST)



too = two, yikes!

BTW, when I try to edit my posts to your talk page, I now get this message: "The page you wanted to save was blocked by the spam filter. This is probably caused by a link to an external site." (Before, I got something about page too long, but I know you've pulled a lot of stuff off of there since then.) Anyway, weird, and in your spare moments (ha) maybe see if somebody's left you a random link that should be deleted?

Trillium 12:07, 24 February 2009 (CST)

Forum title

See Discussion:Tax_Practice at the end, Crow's point about the concepts being separate, and then see the post Rgtaxservice left on my talk page, three up from your last one, reiterating that point after I proposed moving a similar discussion to Bus Gr. ...Trillium

Moving discussions

Hey Kevin, when you move a discussion, would you put something in the edit box to indicate that's what you are doing? It looks like a lot of the pages I was tracking had changes to them, but I think they are all just pages that you've moved. Natalie 14:47, 24 February 2009 (CST)Natalie

Actually, the box I was referring to is the "reason" box. I'm pretty sure that only has the same affect moving the discussion does. Natalie 15:14, 24 February 2009 (CST)Natalie

soliciting business clients

Hi Kevin,

How are you? How is tax season going this year so far?

If you don't mind can i get a few minutes of your valueable time and your very quick input.

I just hired the free services of my girlfriend and younger sister to go into local businesses/stores to inquire if they need a tax accountant/are looking to switch acountants.

Today was their first day.

You think this is worth a shot or a waste of time and energy.

I guess it can't hurt ?



p.s. I wound up getting 2 new clients last year from those nurse stickers i put on front of envelope, however, i have a feeling they aren't coming back this year (no replaies from my calls or emails during the year) i'll keep you posted. I send out about 300-400 more this year in early Feb, i'll keep you posted on my rate of return.

I'm doing well on the referrals this year but not so great on marketing replies (less than pevious years)

i'm also trying facebook to see if that generates any networking (although i'm a bit skeptical/nervous

1041 loss on sale of residence

Dear Kevinh5:

I am preparing a 1041 return and want to make sure I am handling the loss on the sale of the deceased personal residence correctly. I see that you have made several comments on the discussion forum. I would really appreciate any comments you can give me.

The FMV at DOD was 127,000. The property sold for 114,000 resulting in a 13,000 loss. There were about 10,000 in commission expenses and other related fees. No one resided in the property after death until the time it sold, which was over a year.

I was going to take a capital loss of 23,000 (114,000 - 10,000 - 127,000) on the 1041. However, after reading your comments it seems that some of these selling expenses could be administrative expenses reported on line 15b. The trust is required to make payouts to beneficiaries and needed to sell the property. It could have sold some other assets, such as stock, but the residence made the most sense since no one was living there.

Again, I would appreciate any of your comments.

Thank you,


Bold textsorry kevin, i hit the wrong key. it is $8,000. i corrected the statement


Decedent expenses deductable by beneficiary

Kevin Please go back to my post on this. My client and his sister are the heirs. My client paid out of pocket expenses for the appraisals, atty, etc for his dad's estate. Dad had no cash assets and only about 25. in interest paid after death and none of the assets have been sold or distributed as of date. He died 01/30/08.

I am extremely versed on just about everything that attaches to the 1040 but I am trying to understand the best way to do the 1041 to benefit my client.

My client is refinancing his own home in 2009 to pay off the other heir in full. He intends to keep the house and all the classic cars. The transfer of assets will not take place until 2009 and all will go to my client.

Can you give me some guidance on how best to handle this 1041?

Much appreciated Laura (taxea)

With you permission


I'm buying radio ad time this season and would love to use your line "TAX SOFTWARE IS NO SUBSTITUTE FOR A GOOD TAX PROFESSIONAL". I wanted to ask you if you'd be okay with that. I've used it in the past when talking to clients in the context of "As a colleague of mine always says, "Tax software is .....". But this different, now it would be broadcast over the airwaves for the masses.

Actually you always say "Check the Yellow Box" but very people would get the reference.

- Rick

Rgtaxservice 20:14, 2 March 2009 (CST)rgtaxservice

Allocation question

I just discovered your post of 4/7/07 dealing with the depreciation basis of rental property and the allocation to land. You wrote: "So unless I know otherwise (condo with no land, commercial on expensive land) 20% is my standard [land allocation] also." On 2/8/09, I inquired about land allocation for a condo and received responses from 2 camps: a "no land for condo" proponent who was shot down by the "allocate for land based on TIC interest" believers. My friend took the advice of the latter. Thus my questions: (1) Do you have any authority for "zero value"?; and (2) Since my friend filed 1040 2 weeks ago, should she amend it now to reflect corrected basis? (FYI, she consulted 2 cpa's, one in each camp) Many thanks, Jerseygirl.Sharron 13:02, 3 March 2009 (CST)

Mobile tax preparer

Thank you Kevin for sending me the message. Yes, I had a bad feeling about this person. By experience, people that are very demanding don't show up for appointments or make me work like crazy for little or no money. But I am learning with the help of my dear Almanacers (thank you!).

BTW, I just called the lady and told her I could meet her in a location closer to me. She postponed the appt, but I don't mind at all, as you can imagine.

Lalva16:22, 3 March 2009 (CST)

Guaranteed Payments

Kevin, thanks for the reply regarding guaranteed payments. Is there any issue with the dependency exemption? Would the IRS argue some "implied" income?

What I'd do

I agree with you Kevin. It will just make matters worse to try to correct it now, plus who knows how long it would take for the IRS to route the $$ back to them if they send it back. I will wait until the dust clears, and I have a copy of the HUD-1 in my hands, then file corrected 1040 if before 4/15, or amend after 4/15. Thanks for your insight.

editing my bio

I finally figured out why I was unable to edit my bio and I had to have you copy and paste it in for me. In the preferences i had "use external editor" checked along with the opition either right above or right below it checked.  :) at least i am finally able to edit my own bio.

Thank you so much Kevin.

Thank you

Hi Kevin,

Thanks again for giving me some straight talk this afternoon. It had been such a crazy busy day and I believe I was just overwhelmed and wanted a quick answer. You were right about doing research before coming onto Tax Almanac to get a quick answer. I just need to breathe and should have probably set that return aside until I was able to think clearer.

Take care, Shelby (SFBCPA) Mom, Wife, Owner of small business (in that order)

1040 or 1041

I am writing you because I am new to taxes and I have a client who needs a 1041, but I do not know if I have to file a 1040 too.

I would appreciate any help you can give or any guidance that would steer me in the right direction.

I am helping a trustee prepare a return. The trust was set up last year, 2008, as a revocable living trust and the grantor died shortly after. The grantor earned income as an employee and withdrew from retirement before death. The trust did not earn any income after death except for cashing in annuities and other retirement accounts.

Do I file a 1040 or a 1041. Since the trust was set up before death and an estate was filed by the court upon death, I was under the impression that I file a 1041 with 8855 attached. But there was no real, estate income, and nothing was transferred over to the trusts name before death making me think it is just a 1040. I know the 600 income limit for 1041, but the fact that the trust was set up before death makes me question what I am to do now.

Please guide me. I am looking all over the place for this answer, and I can not find one that is clear.

I have updated my profile. Thank you so much. I have also found out that a retirement account was put in the trust's name and withdrawn for around 4k. So I am thinking I am doing the 1040 on all income before death, and 1041 on all after death. Just want to make sure.

I'm pretty much convinced

I think there is a growing body of knowledge on the subject. We will never difinatively know, of course, because I'm sure any documentation found by the "establishment" of the past would have been destroyed. Similar to how they've doctored up the Church over the ages... CrowJD 14:58, 11 March 2009 (CDT)

CPE classes

Hi kevin,

Your profile says you teach? Can you share where or which organisation you affiliate with? I am interested in getting some CPE's.



S corp question


thanks for the answer - is the paid in capital designated to the individual stockholder or to the corporation in general?

Your Funny Story


Your Cocker Spaniel story is great - we'll definitely consider it for publciation!

Thank you for your attention!


Could you please tell me where I could find the AICPA tax fee survey? I searched the AICPA web site with no luck. Thank you.

-Tim Sullivan

SEP contribution and SE Tax

Aloha Kevin, I just want to make sure I'm right, SEP contributions are NOT subject to SE Tax in anyone's universe. There's no weird rule I've not heard of that might create an exception. The client I mentioned in a previous post has brought in their 05 and 06 returns and the SEP has been run through SE tax on both those returns as well as the 07. I'm going to amend them, and as you said, the client is really happen to have the amendments. I just don't want to chance having egg all over my face in case some remote exception exists. Thanks. Actionbsns 15:57, 16 March 2009 (CDT)

Who's a tax pro

Seems like there have been four or five new users this week who are in tax positions in industry, or are handling taxes for their own S-corps or their employer's corps or partnerships. Some were CPAs or EAs before moving to industry, and phrase their questions in a well-researched manner, and so even as I think of them as DIYs I let them stay in the tax forum. Some are clearly just trying to get somebody to do their tax work, including all research, for free, and I've been sending them to the consumer forum. But it seems like there should be a way to phrase the "are you a tax pro" screening question to be more specific. Like: Do you currently have a tax practice? With more than one client (e.g., leila8056)? Did you ever have tax experience before you moved to industry? Do you now do any CPE?

I don't know, maybe I'm just ranting. Seems to me these companies need tax advisers, and not the free internet kind. But how to get that across?

Trillium 20:51, 23 September 2010 (CDT)

Good point

It'll remain a subjective determination, I guess. Time to take a break. Trillium

my e-amil address

Hi Kevin,

Sorry for the late reply to your message; I've been trying to pretend that taxes are not part of my life. <grin>

My e-mail address is

You were going to send me some info.

Gretchen Beck, EA Wonder Woman USA

Hi Kevin,

I'm not sure what you mean by Basis...Basis....Basis. My client (father) had $28,000.00 in basis when he sold the business to his son. He got back via an Installment Agreement about $4500.00. The rest he won't get back at all. Could you explain your answer?

Thank you for taking the time to answer my question.....I can't seem to find the answer anywhere. I doubt too if he can take it, but I have this doubt.

Susan Donald, EA

metaphorically speaking...

I remembered too late that somebody objected to my use of "trainwreck" to describe discussions that go off the rails (just to stick close to my original metaphor); if that was you, apologies for using it again. I've never been in, or known anyone who has been in, an actual train crash, so I may not be as sensitive in my usage as I should be.

Also, I only get to be "right" once or twice a day, so if I've already done it once and it's barely past noon, I'd better slow down on posting for a while before my luck runs out! (kidding)



Leave it is too funny.......just hope others don't start doing it.

Death&Taxes 12:37, 30 September 2010 (CDT)

Aw, come on!

I just got the liberal/conservative stuff out of that discussion, don't put it back in! Please???? (laughingly shaking my head, because there are people who will see the point of what you're doing, and there are those who will just respond to the labels you're using. I don't want any more of those responses!

Trillium 15:08, 4 October 2010 (CDT)

Thinking about deleting TaxMD's post...

It's more of a rant than a response... he's got no profile... all caps... seems like the pink notice box and the warning on the "new user welcome page" covers this pretty well. We can just zap the post and our replies to it... what do you think? I did something similar already today with Helen82 and left her a note explaining why.

Trillium 10:21, 5 October 2010 (CDT)

I switch over to satire

Don't you see, I'm making myself into this hypocritcal white man?

"Preacher Crow" is full of sh*t, and that's what the boy is trying to point out to the preacher.

This also has special meaning for the Catholics. Onanism is spilling the seed. Morally no different than abortion. So how it is that they march against abortion and not onanism? They pick and choose.

That's the Catholic argument against gays. It's disordered because it's not open to child birth. That's the argument against birth control: not open to child birth. Well, neither is "onanism" but the priests are told to say anything about mastrubation anymore because it's natural. lol. CrowJD 17:33, 6 October 2010 (CDT)

Thank you

Hello Kevin,

This is a quick note to thank you for the help on dealing with my auto expense for this client. I really appreciated the input!

Have a great weekend!


Simul-posting again

You were probably trying to get across the same point I was, to Rally - you managed to get two posts in, in the time it took me to craft my response to his post, you speed demon.

Trillium 12:00, 12 October 2010 (CDT)

good deal for Kevin

lololol..thanks for the compliment...I can get ya the hat/sweater combo in 8 different colors../S/M/L..might look good on you! Pink Pearl 14:28, 13 October 2010 (CDT)

Expat Tax Prep CPE/Review Courses?


Would you happen to know of any CPE or tax prep courses focused on Foreign Earned Income/Expats? The more and more I think about it my online business model is tailor made for expats. I was considering truckers as well, but they seem to need bookkeeping as well and I am not an accountant, and I don't really want to do bookkeeping.

I'm not sure if I could pull it off for this tax season as I am up to my neck in studying for the EA Exam (Part 2 on the 23rd), but I am thinking more long term. Who knows, I am scheduled for Part 3 on November 13th, so if I wrap those up and find a really good prep course for expats maybe I will give it a shot. I have been searching Google and looking for books on amazon but the pickings seem to be quite slim...

At any rate, any info you may have would be very helpful.


BTax2010 11:40, 14 October 2010 (CDT)

Your experience


  Having read some of your posts, I seen you have built two successful tax practices from the ground up.  Obviously, you are doing something right so I figured I'd ask you specifically.  What methods have utitlized to build a practice from the ground up?  Do you rely heavily on referrals, direct mail, etc.?  I guess I'm curious how you built such a large practice in as little as 5 years.  Thanks in advance.



actually i look a lot like that during tax season, especially the help sign....lmao, good one

No, it was really you! (not Ken)

It was here: Discussion:Late returns and social security credits, in one of your posts... I believe that's what Harry's asking about.


Thanks Kevin I am so glad I found this site, so many good true professional here helping each other.

I am looking to do Partnership and Corp in the future and I do not know which class or school to attend

CPE venues

On-line courses can be great. The pricing can be tricky, though. I just saw one for $150 for one hour. There's no way I would take a one-hour on-line course for that much.Natalie 13:37, 2 November 2010 (CDT)Natalie

You might want to consider two pricing levels -- one for the "all you can eat" people (for those who want/need lots of tax CPE) and one for those who just want to take a course here and there (like me, for example).Natalie 20:55, 2 November 2010 (CDT)Natalie

Thanks Kevin I will mention your name. I am planing to join in 2 or 3 weeks

finding PLRs

Kevin - did you try IRS written determinations? Search for 2132 in the UILC; there are three or four over the past year that note "alternative valuation" in the title, could it be one of those?


letter in investment news

Hi Kevin,

Just wanted to tell you I appreciated your letter to the editor. I finally took my EA exam this year and I appreciate very much how you stand up for the designation.

Krav 09:00, 9 November 2010 (CST)



Very funny! I need a good laugh after the Redskins loss yesterday. BTW, I actually did play hockey and we got our butts kicked by a team from NC. I did score the only goal we had against them ever. I never thought they would be as good as they were, but they whooped us as bad as the Redskins got beat yesterday! TomTaocpa 09:05, 16 November 2010 (CST)

Not completely

I've been in/out of the office; my doggie is having issues. But I did manage to read that thread and my thoughts were: 1) Don't you have any work to do?! 2) I want to know where to get that custom newspaper function. 3) Where'd you get the 'editable' kitty thingy? (different thread tho) 3) A new instant classic thread is developing and I hope the OP appreciates the humor/hijacking. Belle 18:58, 16 November 2010 (CST)

And Tom

Needs all the laughs we can give him! I can only imagine the dryness of trying to write CPE text, so getting your yuk's on TA is quite all right. I did manage to register my PTIN today, with minimal angst. Good suggestion of yours to wait until after the Oct 15th deadline. Belle

No worries

Kevin-those are great! Where did you do those? Do worry about my name being misspelled. I've had worse. TomTaocpa 21:45, 16 November 2010 (CST)

No worries

Kevin-those are great! Where did you do those? Do worry about my name being misspelled. I've had worse. TomTaocpa 21:48, 16 November 2010 (CST)


Kevin-Thanks for the link. I think I will have some fun with it, especially with the wife! TomTaocpa 14:19, 18 November 2010 (CST)

Ha ha ha

"Snoopy" Belle



Belle 08:26, 7 December 2010 (UTC)

Shearly Hysterical

Very funny. At first I thought it was a family guy skit and couldn't usderstand why you couldn't post. Then I watched it.




YOU want ME to help you find something? HA HA HA They don't have a yellow box, but there is a search function in the upper right corner.

(don't know why it wasn't obvious to you, based on the title....)Belle

Learning Resource?

Hey Kevin thank you for the help earlier, I was wondering if you knew of a good tax resource that goes into industry specific tax issues. I am learning from the CPA I'm working under but would like to get ahead on my time off. I noticed on many of the CPA's websites I've visited that they identify themselves as experts in car dealership tax or some other industry. When asking my boss how they became so specialized in one area of tax he replied probably through taking CPE courses. I searched the web for other sources and the only thing i came across was a learning program through RIA. Do you know of any other good learning resources that are industry specific? (Other than reading the code of course) Also i see your from Asheville, I've recently moved to Charlotte I will have to attend one of your CPE courses in the future.


Seems like it comes quicker and quicker each year.

Fsteincpa 21:26, 20 December 2010 (UTC)


Wow, your two pups combined probably don't weigh as much as my dog's head. I have a six year old chocolate lab; she accompanies me to the office frequently - clients love her. And hey, why did you delete that sheep link from MY page but not Fred's ?!?!?!? Belle

Site navigation tip

Thank you DJCCPA 02:48, 3 January 2011 (UTC)

Thanks, Kevin!

Of course, I'd been lurking offline for months before ever venturing to post. Wish more people did that, so they'd have some idea of what they were "in for" before going straight to asking a new question!



Thanks for the info... I probably will make the change, even this late in the game. I have no trouble picking up new software, so no worries there. Most clients have similar situations year-to-year so I can easily spot errors quickly. Good puns, I've got my eye out for more...TomTaocpa 18:22, 4 January 2011 (UTC)

Recent Issue

Good catch! I'll see what we can do about that.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 16:12, 5 January 2011 (UTC)

Go to "special pages"

and it's about in the middle of the page.

However - I believe they ARE seeing it, but they are ignoring it. Changing how it's stated might help, but I doubt it.

Trillium 19:52, 8 January 2011 (UTC)

E Normous Johnson

Hilarious. You know this company must be doing something right when they have their own Wikipedia! Take care. CrowJD 20:28, 9 January 2011 (UTC)

Mood of the day

Different day, different answer. Today, I felt helpful enough to post a link to the FAQ for Htackney. On another day, I might have actually set up a new discussion for her. On yet another day, I'd have ignored it.

OTOH, "forgiven" got a heads-up as to the importance of the user info (your note early on), and still skipped the 4 steps. So moving that question out of the tax forum seems like the right response for that one. Not sure I'd delete it, though, as they did at least mention "client" not just in the discussion, but in the first posting of the question on their talk page. It's possible there's an actual client involved!

Update on Heather - okay, now she's got it posted as an article. Come on, how hard are the instructions in FAQ 20? I think I'll let that one sit for a while!

Trillium 17:54, 17 January 2011 (UTC)

You are SOOOOOO right!

This really has to be somebody's joke, though, right? It HAS to be! Trillium

Super Seminar

Are you going to teaching at both the Las Vegas and Reno ones this summer? Belle


I can make it to Las Vegas, I will make a point of it! Belle

I'm slowly, but surely figuring this thing out. Yeah, I definitely plan on becoming an EA, it sounds like the right choice for me. I do taxes for people in several different states. It's nice to meet you, I have heard about Blue Ridge Tax Service. Actually, I have had a few clients come in thinking we were you guys. lol

Just Chatting

I'm slowly, but surely figuring this thing out. Yeah, I definitely plan on becoming an EA, it sounds like the right choice for me. I do taxes for people in several different states. It's nice to meet you, I have heard about Blue Ridge Tax Service. Actually, I have had a few clients come in thinking we were you guys. lol

Tax Software

I agree with what you said completely, "TAX SOFTWARE IS NO SUBSTITUTE FOR A GOOD TAX PROFESSIONAL." (Source: It may make it easier, but there is NO replacing the knowledge.

Joshua Love

Mileage etc.

I'm not sure about taking actual expenses for one vehicle and mileage for a second vehicle when use by one person alternates. The only example in Publ 463 for alternating use describes using the mileage method for each one. KathiJud 15:12, 21 January 2011 (UTC)

had to make an edit

I had to edit out what I wrote about whitey and his woman. I was a bit afraid I might get shot myself. lol. You have to be careful these days.16:51, 21 January 2011 (UTC)

CPE Website

Well, I was going to cover all tax topics, but after it took so long to get approval for 13 credit hours I stopped submitting. So far, I have approval for three classes:

General Taxation (8 Hours) Loans to Family Members: Tax implications (1 hour) and Tax planning for Home sales (4 hours). I was looking for more content, especially ethics courses, but after the tax season is over-- I'm pretty overwhelmed right now, working until 1AM every night. I might just call my web guy and tell him to make all the CPE 5 bucks or something because I'm so pissed off. I'll never recover my investment if I have to submit each course and wait two months like this (I submitted the courses in early October and didn't get approval until the first week of December). That's crap. It's the main reason I didn't persue any CPE certification for CPAs, even though I have a tax attorney and a CPA that can sign off of all of it. If you hear any news that the requirement is changing, let me know. I'm open to any ideas. Tax Writer 21:55, 21 January 2011 (UTC)

Piggy-backing CPE

I would LOVE to do that-- a nice commission to the sponsoring org to avoid jumping those those ridiculous "CPE certification" hoops would be worth it. I'm 100% interested. Tax Writer 22:34, 21 January 2011 (UTC)


I don't get how a 105 plan helps either client (OP's or Szp's); all they want is to deduct SEHI on 1040 here: Discussion:Health insurance and SE tax. So Vette's post is feeling a little spammy to me. Also, that link doesn't seem to be the same as the ones Fred/JR/others have posted a lot in the past. OTOH, he has posted a lot other than spam, do we give him the benefit of the doubt? Trillium

Agree completely

And in Cali, of all places, where they each have their special designations! Trillium

have you read all three questions?

I'm hearing you, and might have been swayed by the fact that after her/his first Q was moved, she posted another one claiming to be a tax pro. After that one was deleted, she waited several hours and in the middle of the night updated her user page claiming to be a tax pro and posted a third question. This all seemed too strategic to me, and the questions do not actually seem to be coming from a tax pro. However - I am often found to be incorrect in that assessment, so if you've read all 3 and think that this person is actually the CPA/indiv tax preparer that she now says she is, I'll need to reconsider....


Posing, not "posting"

Correction to above, I meant "posing as tax pro,"

Got your latest message. Hmmm. Well, would it be mean of me to add the second and third questions to her original one, with a note about when the user page was updated, and thus give others the opportunity to see how her story changed?

Trillium 19:00, 28 January 2011 (UTC)

Weeding out

Just like weeds, they are not killable! I've pulled those two 2007 ones from the list twice, and they are both still sticky. So there's a trick to that, and that'll have to wait for another day.

Also, it's not just old ones that make the list really long. The Consumer forum has the "how to find a tax pro" topic, the PM/BG forum has one about that particular forum, etc. Those belong there, but are unnecessary dead weight on All Topics.

Sometime over the next week I'll see if I can figure out how to un-sticky the two 2007 change topics. Maybe the PM/BG one could also be pulled now, too, if we know the trick to make it happen (unless it still has current info about the forum use, etc.).

What I did so far was go to that mediawiki page, and click "edit this tab" as usual, and copy the format of the info that's there. But if you do the same, you can see that even though those two 2007 discussions are no longer listed, they're still sticky - so there's more to it than what I've done. You probably have to re-do the entire list and move up to a new section in the alphabet to get rid of the current sequence (that's my theory, but I've got other stuff to do before I try that out - feel free to play around yourself in the meantime. However, it's possible we've only got from a to z to work with in terms of ordering, and if a through m or whatever are already gone, we may be running out of sticky possibilities - but that's also just a theory.)


About the NYEA and NewYorkEA Thing

Thanks for catching my flub, but honestly...Kevin, how did you even see that? Are you a 24-hour moderator? I am in *awe* of your God-like powers. Tax Writer 21:00, 30 January 2011 (UTC)


What fun would that be ;-). And should we tell TaxWriter about the 'recent changes' section, so she can snoop around like we do? Belle

Google AND YouTube

I had to google 'belgian pie' as I have never heard of it. I thought there might be an inside joke I was missing :-) Belle

Shouldn't be any question about that

How can somebody like that read all of the notes that are all over the site, and still think that they should ask their question here? Clicking through "yes" when they know the answer is "no" to "are you a tax pro" and on and on - they thought that those were all just suggestions? That's the very example of the person who needs to be blocked. Trillium

Hi Kevin, How would you show (clear Balance Sheet) auto loan assumed by the shareholder? Loan is payable to the bank and shareholder will continue to pay that loan. BTW, basis should be 28K (not 25K) Thank you! prob

Pink Pearl 23:45, 31 January 2011 (UTC)

Either way

Some of the unenrolled preparers are slow to grasp the implications of Circular 230, and/or it could be that he wrote less than he was thinking (maybe he was taking for granted that the preparer had informed the client of his responsibility to amend, etc., and then just dropped to the bottom line for his post). So he could be a tax pro, maybe, possibly.

But it seemed like a troll post to me, especially when I went back and read it more carefully (which I should have done before I posted the standard "welcome but you need user info" note on the talk page). So blocking for at least a little while seems reasonable to me.

Trillium 20:04, 1 February 2011 (UTC)


On a post that was just resurrected you mentioned that you were teaching at the National Association of Enrolled Agents NTPI (National Tax Practice Institute) last year. I would very much like to attend a seminar that concentrates on representation and would like to know if you have any information on a similar program this summer or fall.


John (Nightsnorkeler) Nightsnorkeler 03:55, 2 February 2011 (UTC)

It'll become moot

Once all consumer discussions get shifted into the Archive section, they won't be inadvertently bumped the way they are now, when people just don't notice. And Tim did say to try to keep locking of discussions to a minimum (something about poor user experience). So I guess - let's not lock, and hope Tim gets the archive transfer done soon.

Trillium 21:22, 2 February 2011 (UTC)

Search check box

You know how when you search, at the bottom there are a bunch of boxes you can check and uncheck, to show or not show User pages, Mediawiki, etc.? There's a new box now for Discussion Archives. It's UNchecked by default, so most searches will exclude the archived discussions. But if someone checks that box (e.g., if they didn't get enough good results the first time), then the archived discussions will also be searched. So it's really pretty easy, but most people won't get that far.

I've got a revision to the search hints ready to pop in once Tim starts archiving discussions, but it didn't seem to make sense to add it now.

(Yeah, on that realtor guy, I moved the discussion to consQ and was going to give him the DIY note, but when I saw you'd also taken action I just let you run with it!)

Trillium 21:28, 2 February 2011 (UTC)

NC forms

My understanding is that the NC forms are in fact not "fully ready" as NC has not fully adopted section 179 as reinstated etc.... both Lacerte and Pro series are claiming the forms are not ready at the government level.

I'll find out if Ultra Tax is the same way. Really appreciate it.


Southparkcpa 16:59, 3 February 2011 (UTC)

Whoops - you decide

We wiped out both! Pick the one you like better and put it back, I'll stay out of the way! Trillium


We both tend delete the newest one, of duplicates, but this time I was just being lazy 'cause I didn't want to have to edit the old one to pull it over to the tax forum and change my first post. So I'm the one who messed that up, for sure. So, now he says he's read the old discussions, that's good I guess. I'm thinking there's a pretty good reason he can't find anything about that line-of-credit exclusion, but maybe he's talking about something other than what he actually wrote (or I'm not getting it) and somebody else will be able to figure it out. Trillium

Sale of a Bread Route

  I have a second year client who had a Bread Route. He bought the Bread Route in 2000 and he basically lost the route in 2010.  The company that he sold bread for took it back for one dollar.  My client files a Schedule C and he did not amortize the bread route.  From my research, I believe the bread route would be treated as a franchise which is a noncapital asset.  His loss is $65,000. From reading publication 544 and form 4797, it appears that the loss of $65,000 would be taken in 2010 on Federal 1040 line 14 and leave my client with a Net Operating Loss which can be carried back two years and forward 20 years.  The other option is to treat it as a capital loss on Schedule D; however, I can not find any support for this.
  Am I on the right track with form 4797 which results in a NOL.  I do not mind doing the research if you could point me in the right direction.  Thanks you for your assistance.  Banker 22:04, 7 February 2011 (UTC)



  Thank you for your quick response.  Banker 22:20, 7 February 2011 (UTC)

interesting idea

I don't have a clue how to change that left-side panel (we still need Tim to change Bus. Growth to "Pr Mgt/Bus Gr" or something similar). But if Tim could, or if we could figure out how to, sounds like that could help.

One place we could put it is in the string of links at the top of each forum - under the "start a new question" link, in place of topical or A-Z index (or both!). I snuck the "Search Hints and Tips" link in there at the end a while back, for whatever that was worth.

Trillium 22:45, 7 February 2011 (UTC)

Ask a Q page

Step 1 has long had a link to the Topical Index page - which is really the same thing as the list of categories, it's just sorted into its own set of groups (business, individual, etc.) Maybe it needs to be relabeled, so it still links to that grouped-categories page but we'll call it "categorized discussions" or something that sounds more like it could help?

I've changed the headers on the Tax Forum and All Topics to have "categorized discussions" at the top - but both can be changed back whenever; I'm not sure whether or not that's any improvement.

Would you rather link to this version or this other version, and what would you call it?

Trillium 22:57, 7 February 2011 (UTC)

Categorizing for another reason (too)

The primary reason I've been categorizing is because I'm hoping that when the robot moves all of the "old" discussions to the Archived Discussions namespace, it will be able to exclude the discussions with a topical category label. That way, the default-searchable Discussion namespace will retain some of the best old discussions - e.g., the ones with great cites and interpretations from Riley, FTF, NYEA, etc., and also the ones where you, JR1, D&T, and a cast of thousands developed the "community consensus" on certain topics like flipping, or S-corp salaries, after hundreds of posts.

Tim hasn't confirmed whether he can give the robot that many decisions to make (e.g., if it's older than X, move it, but not if it has a category that isn't "tax questions"), but worse case, if discussions that have been categorized get Archived, we can use the links on each category page to find the good discussions and move them back over to the regular Discussion namespace out of Archives, and get them included in the default searches.

It was only after I had been categorizing things for a while that I realized it's also another way to send people to a list of discussions - e.g., give them a search link, or send them to a category page, instead. (But my preference lies in search, and I'd be surprised if you find the categories as useful to you as the search engine is, since you know how to work the search.) I started to think about the category pages as a way to provide recaps of the hot topics...that's more time-consuming than I thought it would be. [I'm probably way too invested in this place anymore (sigh).]

Trillium 23:23, 7 February 2011 (UTC)

PS - The version of the list of categories you picked out is the one I tend to use, too. I've updated the "4 steps"/submit a taxQ page to link to that one, instead of to the Topical Index, and added a note about clicking 500 views. I tried to link to the page with 500 views showing, but it'll only let me do that as an external link, not the double-bracket short internal link (there must be a trick to learn for that). I did change the one on the Tax Forum header to the external link/500 views, since there's no place for a note, there. Trillium

m1-m2-m3 adjustment for sold 179 property?

hey kevin, hope your tax season is going well. I have a favor to ask of you, is there anyway you could take about 10 minutes to explain to me how the m1/m2 or basis adjustment works when you have an s-corp or partnership that sells previously 179'd property. Im no accountant (as you well know lol), but i just cant get it into my head how thats supposed to work out, if someone would explaing it to me in english maybe id get it.Scottycoyote 20:52, 9 February 2011 (UTC)


2nd restart of this talk.

Found out I can't leave here without minimizing it to go to another screen, I lose my post :(

I was saying that I agree completely with you.

I do NOT name call, use a letter to mean a four letter word or anything else.

At time I use CAP LETTERS, not the sentence or entire post but just like here for emphasis, if that is considered yelling I will not.

My crime at the Lacerte Community was challanges like I have read in one of yours on 4-14-10 where someone asked something that could have been found, as a last self research here before asking.

You challanged them, but then you gave them the link to the earlier discussion. In any of my challanges I always provided the answer.

I don not have "opinions" about people only some of their actions.

Yes, I was raised at AA&Co. From my first hire day until 6 years later when I left to do original work helping small business owners instead of merely reviewing what other competent people had done and rendering an "audit" opinion every Partner had an open-door policy. I was free to "knock," walk in and ask any question (even a dumb one) AS LONG AS I HAD ALREADY DONE MY OWN SELF-REASEARCH "AND" HAD "AN" ANSWER OF MY OWN - caps for emphasis only.

I used to have many CPA employees and a ?CPA? partner so asking others was in-my-office if I got stumped. Now it is only me, and I like it that way. So now I made need that second opinion here.

Just for a frustrating giggle, when you are not working, go to:

and read some. if you really want to get banned scroll down to 3 or 4 weeks ago when every other post was YELLING "When is Lacerte going to let us e-file"

They even have funny pictures, profiles are not completed by any newmember.

It was going to be a long frustrating season if that was where my 2nd opinion had to come from

Access is to anyone with a computer and an internet commection.

I will join the groups here. I will give more than I ask.

Than you for the welcome.

and I would like to delete my original post even talking about that community.

It is refreshing to be at "a" website with mature Profesional people.


Oh does this have "spell checker" if it is a question I should have found myself, sorry.


thanks kevin, i appreciate you sending me that link. Just so im clear, my software does all the k1 info for the shareholders and worksheets, it just asks i make a m-1, m-2 or m-3 adjustment.

Im thinking to make it all balance, i would just take the amount of the sold asset that was 179'd and include it on line 5 of the m1 "income recorded on the books and not included on sch k". This seems to make everything balance for this year, i just dont want it to bite me next year, am i looking at this right? It was one piece of equipment bought for $20k that was 179'd 2 years ago....and now sold 2010 for $14k. Scottycoyote 20:41, 14 February 2011 (UTC)


well crap

i thought i had this thing figured out just d...u...m........dum

Kevin, I have attempted to take part 3 twice now. I have read the Gleim EA Review 2010 edition and did the questions in the book and the software. Both printouts show the same results. I felt much more confident tonight when I took the test but still managed to fail. The computer system was down when i first arrived at the exam. I don't think that this had anything to do with my failure but I thought I had confidence when taking this exam. Can you suggest anything else I may do to pass this exam? Donna

NOL- how to handle interest earned on personal account

Hi Kevin, Thanks for your response. To answer your question, I was reading Pub 536, page 3, at the example where Glen has a standard deduction of $5700 which is reduced by his $425 interest from a bank account.

I'm trying to understand the principals of NOL. Nonbusiness deductions that exceed nonbusiness income are not allowed in the calculation.

So then, does nonbusiness income like interest on a personal savings account get subtracted from all other nonbusiness deductions or only from the standard deduction?

Second opinion

Did you see the note Dave left on my user page this afternoon? Now we have the person in question trying to get cute with the user page, and posting a duplicate question. Okay to block?

Trillium 01:54, 18 February 2011 (UTC)

Not a tax pro

I'm going for indefinite, myself, as he's not a tax pro apparently, he's not a CPA but he might work for a CPA firm...No real reason to go any less IMO. Would you go shorter? Trillium 02:08, 18 February 2011 (UTC)


Hmmm, check out R2's talk page, that might have been Tao/Tom!

Anyway, I am about ready to re-set my preferences back to "no" on the "receive e-mails via the site" question. The e-mails from here are always something that should have been on my talk page so you could handle it if I wasn't reacting, and somebody who does want to say something without it being seen could always ask me for the address and I'll post it and then delete it.

Dave seems pretty convinced this is the same guy who called him on Tuesday, didn't want to pay his fee, and told him he wasn't a tax pro. I don't think he's a CPA or an RTRP at all. I do see his user info as a lie, since he's trying to equate working at a CPA firm [a secret CPA firm, no less!] with either being a CPA or (and/or) being a tax pro. If he works at a CPA firm in any capacity other than mailroom clerk, he's likely got access to tax pros right there... But hey, I'll go with something shorter, that might be enough to get the message across, anyway.

Trillium 02:15, 18 February 2011 (UTC)

Thanks - I would have gotten around to it eventually

I was trying to come up with a good response for Illini and Dan. How about:

Let me put it this way, then: there are at least 10 (I haven't looked, there could be 100) discussions that would provide you with something on the scale from "exactly what you need" to "info that ultimately points you to where you need to look to find what I need." You can either use them, or you can wait for someone with extra time on their hands at this time of year, who also has some knowledge/interest in this area and feels like responding. You have chosen to wait, and here we are, eight hours later. How's that working out for you?

Thanks for the block. I think I'm going to delete his question, too, but I'll save a copy of it on my computer as I wouldn't be surprised to have him try again from the library or some other public computer, under a less recognizable (by Dave) user name.

Trillium 02:29, 18 February 2011 (UTC)


Constipated Plugged Asses

Car Parking Attendants

Certified Pain in the Arse

Cheapest People Around <which I do think is true>

Thank You Kevin for your help

Yea for a spell checker on difficult words I just open word, type it there & check it there don't want to look "un"educated among my fellow professionals :(

Thank You


I won't worry about my sins there following me here.

Death&Taxes commented on one of mine said it looked like one from Crow. Hop that was a complement

I hit a key once and found the list of Members, no i can't find it again :(

Bye I know you are busy too

Identifying a user

Hey, thanks, Kevin! I wasn't aware of that feature of TA. KatieJ 21:22, 19 February 2011 (UTC)

Sorry, I see I'm too late!

But you've figured it out. IMO, I would move Chris's original post about the 100-year-old woman out of the "just the facts" discussion, as presented as briefly as he originally did, it's just going to start the argument over again (either the same people, or new ones that only read the summary discussion). It isn't until you get ten more posts from him, and then try to fit the pieces together, that there's a semblance of a chance that somebody wouldn't overreact to that post on its own.

Trillium 22:34, 23 February 2011 (UTC)

So it is (views)

Oddly, though, I had thought that it was still not working, late last night. It was one of the things I had been checking for, actually, after the update, and I saw (or thought I saw!) that they were still not moving from "0 views." I have to admit that I didn't pay much attention to it, though, and perhaps Tim's team had to do one thing in the maintenance, and then flip a switch some time later, to actually make the column on the forum indexes update. Maybe that's why there were so many different "test" messages from Hieu, et al, last night.

Trillium 22:57, 23 February 2011 (UTC)

Changing my original advice

I might have confused things by saying (in my original note about setting up parallel discussions) that I'd leave one discussion pretty much as-is. Given the way you split them, e.g., taking the non-survey responses to one place, and leaving the survey responses in the other, once I read each one it really seemed to make more sense that the non-survey discussion shouldn't really include the responses to the original survey question (especially since it's labelled as the "controversial" part!).

So I did one more edit to remove the survey-related questions from the controversial chat discussion. Is that in line with where you were going?

Yeah - I was trying to post this on your page but it's just hanging. Whatever the maintenance last night was supposed to do, it hasn't helped with speed issues (IMO).

But thanks for responding, even before I actually asked you!


Toolbox links on left

If you go to Kathi's talk page and look to the left in the "toolbox" links section, you'll see a choice to "e-mail this user." You may be able to use that to send an e-mail directly to her, via the site. She will see the e-mail address you've signed up with here.

The only uncertainty is (a) she may not read that e-mail address regularly, and (b) I'm not really sure what happens if the user has an e-mail registered with TA but has set their preferences to not receive e-mail via the site. Will the e-mail go through when you push send, or not? The message you get from TA is a bit cryptic.

You may know that already; the method you're using is a bit more polite (I always feel like the "e-mail this user" option is kind of like dropping in unannounced).

Trillium 03:22, 24 February 2011 (UTC)


No problem....during busy season I don't look at a number of discussions that rarely come into play (strange as it sounds from someone from NJ, all of my same sex couples live in either PA or NY) so I did not see your post. With the DOMA in the title, we may find the 'slippery slope' people coming out of the woodwork.

Death&Taxes 14:00, 24 February 2011 (UTC)

Two things to do

Yep, first, it has to have "Discussion:" at the start - and I figured out after doing a hundred or so that you can actually just type that in at the start, when you're typing the title (which skips the later step of adding it).

Then, the discussion still won't sort into the forum index unless you add a post to it.


IRS requesting quickbooks files thread

Hi Kevin,

I read a few threads on TA about the IRS requesting quickbooks files - you referenced a few articles - one by the NATP and a EA Alert. I searched google for these articles, but was unable to find any - do you happen to have any links?



PirateCPA 20:02, 27 February 2011 (UTC)

Unfortunately neither. I was hoping maybe it was an external article that I was just unable to find. Also, is this the correct method of replying to your message?

Well they both offer "resources, training, networking opportunities, and guidance" but I have yet to really utilize much of it - they do send out some informative newsletters about what's going on in the industry, but I've only been a member of both for a few months so that's about as much exposure as I've had. I just started employment last fall at a local CPA firm in Charlotte, NC and it was required to become a member of both of those organizations. Hopefully I'll be able to reap more benefits when I look into them more after busy season.


I'll send another note to Tim. Fun, fun, fun! Trillium

Nah, chatting is for FUN

Keep the DIYs penned up over in consQ, IMO. And if they weren't playing with that page they'd be playing with something else. Trillium

It does work

I just don't understand why people see all the other notices and reminders and think it doesn't apply to them. Surprise, it does!

Trillium 23:23, 28 February 2011 (UTC)


Thanks for the heads up. CrowJD 16:38, 1 March 2011 (UTC)


Yes, that's fine. It's the second post where he is trying to bait me. The other one is on Pink Pearl's post on the repo man but I'll let it pass. Thanks.


As soon as I saw the title I knew what was coming. I'm trying to hold back a bit - only go bonkers on every sixth or seventh annoyance.

Trillium 19:58, 2 March 2011 (UTC)

Maybe she's another Hitchhiker fan?

I should have just gone with Trillian in the first place; it was my starting point and I messed with it to try to make the name less gender-specific. But I really would rather be Trillian (just not quite enough to go through the name change process).

Trillium 20:11, 2 March 2011 (UTC)


I see that individual we previously discussed has made it onto your list. LOL Belle 06:23, 3 March 2011 (UTC)

I imagine you (and Dennis) are correct

...the guy posted the same question five times over two days, ignoring Dennis's response that came in less than an hour after the first question was posted. So I'm not inclined to give him the benefit of the doubt in terms of "cluefulness" anyway.

Sometimes I feel like I'm speaking a different language from the no-profile-people here, and need someone to translate for me so I can be understood.


That one is all up to you!

She now says she's an EA. No mention at all about the requested background/level of experience. I wouldn't move a Q from the consQ with that user info provided after-the-fact, but you do tend to be a bit more reasonable in this particular type of thing. Of course, it IS tax season - you may be too busy to move questions from the consumer forum today!

Trillium 17:02, 5 March 2011 (UTC)

My bad

Your pal Lawade, who thinks that it is silly to expect people to provide during busy season. Now her user info says nothing but that she's an EA - still not enough to answer JR's direct question on the discussion. When someone wants a Q moved out of consQ back to the pro forum, I tend to expect a bit more info on the user page update - enough to offset the impression that got their question moved out of the pro forum in the first place, at least!

Trillium 17:06, 5 March 2011 (UTC)

Note to Tim

I'll catch the timestamp and send it to Tim, sure. And I left the add'l info on RJH's page.

Trillium 20:29, 5 March 2011 (UTC)

We each have our pet peeves

And that's one of mine! Trillium

I had to change his name

When he first came home from the shelter, he was called "longusernamethatdrivesmeabsolutelybatty." I couldn't stand for that, after all! Trillium

He's actually got a little

Tucked away at the bottom of Jimi's user page is "CPA in California." As mentioned earlier, I probably would want more from somebody who was trying to get a question moved back from consQ after having ignored the requests, but combined with his various posts (he's a QB pro adviser, participates on Proseries discussions, etc.) I'd be willing to let it fly for him. FWIW. Trillium 21:25, 5 March 2011 (UTC)

Been called

worse (LOL). I was headed towards your page next but got sidetracked; but doesn't Trillium do most of the commentating on DIY'ers pages? It always catches my attention when someone signs up and then immediately posts to a user page. I personally find it to be bad form :-). I'm sure KatieJ can take care of herself tho.

And hey, this would be pot/kettle/black anyway....Mr. Snoop.



I value your insight and knowledge. I posted the following a few days ago but perhaps it got lost in the shuffle and was wondering if you could take a few minutes to give me some help

I have a client who lived in his house for approx 5 years and was then seperated in 2006. The divorce was not final until last year, 2010. He had since purchased a home in 2009. As part of the divorce he is to be responsible for the 1099-C which was issued in 2010. My question is there any provision for him to only recognize 50% of the 1099-C because the ex-wife was still using the house as her residence? or any other way to not have to recognize any or all of the 1099-C




you are the man

Tax pro

You've always had a more liberal attitude on that than I have - in terms of "professional courtesy" etc. So AFAIC, his Q belongs in the consumer forum, and if people want to continue to post so he can ignore them, they are then free to do so. Blocking may be a step too far, but not a huge leap, so I'm not going to worry about that one way or the other.

Trillium 22:49, 12 March 2011 (UTC)

sale of home owned by trust

Thanks Kevin - that is what I thought but needed some confirmation. The home has appreciated so much since the father's death that I was hoping to find some way to reduce the taxes but it looks like there isn't any. This has been originally set up by an attorney to reduce the estate tax should both parents die (back when the exemption was less than one million) but as it turns out, it will just result in quite a bit of capital gain taxes.

Thanks for your response.



Fortunately, I just got employed by a audit representation and tax resolution firm and starting work starting next week.

Just out of privacy concern, I had a question regarding the use of EA designation.

Is it possible that the employer or its staff use my identity without me knowing? (e.g. signing PoA or communicating with IRS using my identity without my consent)

Identity concern


Fortunately, I just got employed by a audit representation and tax resolution firm and starting work starting next week.

Just out of privacy concern, I had a question regarding the use of EA designation.

Is it possible that the employer or its staff use my identity without me knowing? (e.g. signing PoA or communicating with IRS using my identity without my consent) Seungjh 19:07, 1 April 2011 (UTC)

Bailey decision

Kevin, I posted a question (Discussion:North Carolina TSP lump sum) a couple weeks back and have a couple responses but not double dog sure I'm on the right track for my client. If you get a chance, can you take a quick look at that brief discussion and chime in. Seems like, given your client niche, you might be able to answer that question in your sleep... which I am sure you're getting too little of this close to the deadline. Thanks much! Anchorman 22:31, 12 April 2011 (UTC)

R U Okay??

Kevin....I hope you are not gone forever. I miss your posts and insight. I hope you are well and are just not posting because you choose not to. Hope to see you in Vegas again.

Thanks Kbairtax 04:32, 16 April 2011 (UTC)


Kev... I know exactly why you have been silent. I am not sure that anyone is "happier" that you are not around. I certainly am not.

I understand both sides. You and Fred are at opposite ends of the spectrum on this one. You are a classic type A and he the B. I lean your way as I see this as a professional forum. I try to do my own research and in general am posting for clarification or to confirm my thinking. Which is what I see as the purpose of the forum.

I do think during tax season a bit more leeway should be given. In most cases I think "regulars" can tell when someone has at least done some reading on the topic and needs a helping hand and when they are just looking for someone to do the research for them. Or when they are a non-professional poster. Those posts should just be ignored. They come out of the wood work during the filing season and you being the frequent poster and professional that you are, I can see where you would get totally annoyed. Let the Freds of the forum take those on for you. But, when folks are asking for clarifications then they should be answered...even if that answer exists in another post.

I admit, I have been lazy and not used the yellow box on many occasion. One frustrating part about the yellow box for me, is that because some questions have been asked so many times the search results are too many. Trying to find the one that has the answer is difficult when many threads either diverge from the topic, or there is so much off topic bantering that you spend hours weeding thru to find an answer...if one even exists. I guess that is the nature of the beast with forums that have been around for a while. We almost need some sort of house cleaning.

Heavy sigh. I have gone on and on long enough. (I really just do not want to go back to a problem return) I hope you decide to come back. There are MANY MANY who respect you, value your response, and hope when they post a question, you will answer. I know this as I have been one of them. Many a time I have hoped you would answer and you have. I thank you for that.

I understand your frustration. I hope it will not keep you away much longer.

See you in Vegas

Kbairtax 00:34, 17 April 2011 (UTC)


Okay, so after posting to your page I went to the discussion forum and what is the first question in the list....."MFS or Single??" Same old same old...wonder how many times that one has been asked...and answered. Kristie, Kathi and Chris to the rescue!

I'm with you now!!! LOL Maybe I will put a "<= Yellow box" response just to see if I get a reaction from anyone! Yes, I think I will.

Kbairtax 00:42, 17 April 2011 (UTC)

Tax Almanac Volunteer


I would like to know more about volunteering to clean up this site but I am not sure that I would know how to do it or what is required.

Can you please give me some more details about this?

Thank you!


Thank you Kevin. It sounds facinating and a lot of work.

Polgara 21:09, 19 April 2011 (UTC)

Helping out on TA


I am very appreciative for all I have learned here and would be willing to help out.

Just let me know what I can do.

Leslie Kotrba

Leslie 19:52, 21 April 2011 (UTC)


Your absence is notable...and figuring the timing is pretty close to the thread about search boxes and such. Kevin, you're a tremendous resource, and I, for one, among most of the others, don't want you to take those away. But. We need to decide if we're going to be an open, welcoming, friendly place, or operate like an accounting firm. How we do things and say them matters. When you just slap the search the yellow box card down over and over, it tends to tell people to stay away. Seriously. I know that that is NOT your heart, for you are clearly a very warm and inviting guy. But it doesn't come across like that sometimes.

It might be different if that search box was actually useful, but as much as I try to use it, I rarely hit what I'm after. It's just how it's designed. For you and others who might use it a lot, perhaps you get used to it. That's what RIA and CCH believed would be true of their online libraries. Me, I fired them both. If I have to retrain myself to use it every time I go in, something's wrong. We can't fire Wiki, and it's Intuit's anyway...but you have to understand how frustrating that search box is for most people. Which is why they ask questions! Questions are good.

We need to keep people asking, I need to keep asking...and not shut them down. I hope you hear my heart here, I'm not bashing you at all. I'm encouraging you to let the real Kevin out...the one who is a trainer, teacher, and encourager.

DO return, Best, Jeff



I had no idea there were so many blocked users! I guess there are always those who will try to take advantage. I would be glad to help.

Leslie 17:45, 23 April 2011 (UTC)



I had no idea there were so many blocked users! I guess there are always those who will try to take advantage. I would be glad to help.

Leslie 17:46, 23 April 2011 (UTC)

I guess it's not a good sign that I couldn't figure out how to delete the duplicate posting, but I am willing to learn.

+1 Voluneer


I'd like to volunteer to help this site in any way needed. Let me know what I can do to help.

MilTaxEA 01:07, 26 April 2011 (UTC)

Good to see your name....

...back in the replies. Granted I am a tough love kinda guy, but I think the forum has been missing something the last several weeks. Davidcpa 22:07, 6 May 2011 (UTC)

Thanks, Dave

Senior Bldg

Kevin -

While the pub is not authoritative, it's a la carte services for a fee on top of the rental amount (for 60 unit portion), which they are under no obligation to participate in and in fact, many of them do not. Any the yellow box, while most of the time has the pertinent information, I have found nothing on point, or even remotely close to on point with a myriad of keywords tried.

Changing a title

Aloha Kevin, I'm just wondering how to change the title on an existing thread, or adding to it. I started a discussion regarding a distribution from a shareholder last year and it is developing some very good responses that could really help someone else if the thread comes up in a yellow box search. But I think the title should be better to ensure that it does pop up. Before I started the discussion, I read a number of threads, and they were helpful, but none of them discussed the "dark side" - what happens if it all goes to hell in a handbasket. This thread is now addressing some very good issues. I have a feeling others are reading at least the last several posts to obtain some of the same information I was curious about. Either that or a lot of people are reading and wondering how someone can be so dense.

Sorry about that I hit the go button before I hit the tilde's and this posted twice.Actionbsns 23:29, 20 May 2011 (UTC)

Thanks Kevin

I appreciate your response. I decided to leave the title as it is. Jeff kind of liked it and thought it covered the basis well. Hopefully people with a similar experience or question will be able to pull it up in a yellow box search. I'm not sure the title alone will enhance that.

Me too, neither

So, you monitor the minor edits too !

Spelling and grammar are NOT my strong points - but I'm a great proofreader. I can usually spot "wrong", but have to look up the correct spelling. "Their" was my nemesis in grade school - spent hours re-writing for the teacher; did several pages "thier" so had to do them over :-). Harry aka Spell Czech or SpellCzech(sp) intimidate me :-). Good to see you posting again, I missed you. Belle 15:46, 27 May 2011 (UTC)


I thought Jeff was one of the "bosses" <w> Belle

Latest Release of Circular 230

Would you be willing to share the latest release of Circular 230? I would greatly appreciate it.

Leslie Kotrba (LJK CPA)

Circular 230 - Thanks!

Thank you so much for sharing the link. I am currently preparing to be a co-presenter at an Illinois CPA Society Tax Conference on Exams and Appeals. This is my first time as a presenter and my third year on the ICPAS IRS Practice and Procedures Tax Committee. I am going to address Ethics and Circular 230 issues as they relate to Exams and Appeals. What are the odds that I saw your post yesterday! This will be invaluable as I prepare for the conference. Thanks and I hope you have a safe flight to Reno.

Sorry I missed you

I hope you were REALLY BUSY that day and couldn't have met me anyway, so I didn't miss anything!

Don't know when I will get down there again. My brother now lives in Richmond, VA. If I get to Richmond to visit with him this summer, he may want to go down to Canton again while I'm there to drive him. He's unable to do it by himself any more. He falls asleep at the wheel. So we might make another trip, but then again we might not. Anyway, I'm sorry we missed getting together. KatieJ 21:32, 1 June 2011 (UTC)

Can you recommend a self study course to learn about trusts?

Hi Kevinh5,

I saw one of your posts on Trust from 2009. Could you recommend a self study course where I can learn about trusts? Maybe an EA class?


Glad to see you out & about on TA <w>. How was your trip out west? Would you consider restoring 'Beachymom's post? She has completed her profile, and I found the answer Dennis provided on her user page informative. Just my opinion.... Belle17:28, 13 June 2011 (UTC)

Deletion with no profile

When the text clearly states the question is posted by a CPA your criteria seem irrelevant. Dennis 17:21, 14 June 2011 (UTC)

Fastest fingers on TA

Thanks for the laughs today. Honestly, I don't know how you come up with those one-liners so fast.Natalie 08:14, 15 June 2011 (UTC)Natalie


User:Simonjohn Belle 06:33, 18 June 2011 (UTC)

please remove your tasteless comment to/about me......Fletch

thanks for deletions. Much appreciated. Didn't know I could edit others' posts. Have hard enough time editing my own. Have a great summer teaching!

re; mrbarrytax

both upper and lower cases names have profile

Here's one for you...

Two fish swim into a concrete wall. One turns to the other and says 'Dam!'

TomTom O'Connor (Taocpa) 17:05, 24 June 2011 (UTC)

I apologize for not having my profile filled out! Is it possible to have my NOL OIC thread returned to the advanced tax forum? Thanks!

Thank you, I'm sending six PBRs by e-mail...

Why waste a perfectly good message without saying anything...!!

Reminds me of...

...of the "Instant Martini" that my parents claimed - ha ha - to have invented and/or marketed back in the 50s:

 Just add gin, ice, and an olive! 

Spell Czech

I am here...


Feel free to call me. Do you have my #?

TomTom O'Connor (Taocpa) 20:40, 26 June 2011 (UTC)

taxlady552. Filled out profile. Can you restore my questions.

Thanks. Let me know if you want more info

profile updated taxlady552

I am aware of the 6 month deadline when there is an NOL on the original return. However, the amendede return is creating an NOL. The taxpayer did not originally have an NOL. I think that this scenario differs from a situation where the original return reflected an NOL.

I could not find an example of this situation.

Sorry if this is a duplicate. I am new to the Tax Almanac and do not find the cite too user friendly. I will catch on.

I really do not think that you answered my question.

Client has taxable income for 2009. Client brings in a K-1 that he did not originally provide to me. The K-1 creates a NET operating loss. Can I now make the election to forgo the carryback. I know it is too late for a return that originally had an NOL. But this case is different.


What's this stand for please?

Fsteincpa 16:32, 5 July 2011 (UTC)


Going to order the book right later today. I haven't done much representation, but it's starting to migrate that way. And I definitely want to take that NAEA course as well.

Thanks again, even if you did force me to work to find some answers.

Fsteincpa 16:39, 5 July 2011 (UTC)



Belle 07:36, 6 July 2011 (UTC)

Snoopy :-)

Ah, that explains it. I was MIA for a while, and obviously missed some of the action. Belle


It appears he has mellowed; so you must have gotten the point across in just the right way. Belle


Thanks, but that misspelling "thier" on Spell Czech's page was deliberate....guess I wasn't clear... Belle 18:23, 11 July 2011 (UTC)

Yes...I believe the date the check is paid controls (for purposes of filing payroll tax reports) regardless of cash basis or accrual. Therefore, the employer's first tax reports would be filed for 3rd QTR 2011. Thanks for feedback.

Message Deleted From 1031 Discussion

Kevin, why did you delete your post from Discussion: 1031 of one property into two properties?DaveFogel 16:16, 15 July 2011 (UTC)

I'm glad you reverted your post

Although my post provided a cite, yours gave a concrete example. Both contributed to the discussion. DaveFogel 17:48, 15 July 2011 (UTC)


I would have done the same, but didn't get back long enough to log on and make changes until much later in the day. And I like your change to the purpose for the PM/BG forum!

Trillium 04:22, 19 July 2011 (UTC)



Thanks for the information and the (gentle) admonition.

I really appreciate this forum and I want to contribute to it as well as take from it.

It seems to me that a service this forum might provide (and to which I would love to contribute) would be a virtual library of answers to questions like mine. Like it or not there are alot of newbies out here, who know enough to be dangerous.

Has anybody thought of developing a mechanism for sorting through all the information provided here (aside from the search function which is difficult at best)? I envision a repository containing links to discussions and other resources from this site as well as external resources, keyed to basic questions like mine... and growing to include more sophisticated issues.

Your thoughts?


Taxes, deductible if...

Here's what you posted: Kevinh5 (talk|edits) said: 20 July 2011
They might not be deductible at all if they are not related to a trade or business.

What're you talking about?

It's been my impression for oh-let's-just-say-about-forty-years-or-so that taxes that are deductible are deductible whether or not they're paid or incurred ("related to") a trade or business. IRC Section 164...

Spell Czech

I would think that he was...

...asking about taxes collected to pay interest on debt incurred by the municipality/whatever to make capital improvements that convey benefit...

Spell Czech


Since it seems that the "classifieds" question may continue on into today, and I don't plan to spend much time on the site, I thought I'd recap some of the issues we had the last time we poked around about this, and you can use them/keep them in mind/ignore them as needed:

  • w/r/t setting up a new forum (or just using the old one that's out there somewhere): there's a technical issue in that questions from every discussion forum roll up into the "all topics" forum, and thus it's impossible to completely segregate the classifieds (it's a deficiency we see with regard to the segregated consumer questions, too - they're only segregated for those who don't use the "all topics" view).
  • to avoid the spam that prior "classifieds" experiments attracted, there'd have to be some kind of minimum prior contributions/length of TA use, etc., which would need somebody to be paying attention to who's posting what; also, no matter how well-known the classifieds discussion gets, 80% of the new classifieds are going to be posted elsewhere and will need to be moved. So even Uncle Sam's idea could require additional moderator time from Tim, or administrative time in general, to weed out those who shouldn't be posting there (non-tax-pros), to pull all posts into the one proper place, and also to ensure that it isn't just being used as a way around the site's advertising/no vanity page policies.
  • this does become a sticky area to administer, as people sometimes truly believe, and sometimes just claim, that their posts are not at all meant as advertising (what was LAM's line - he's helping the clueless tax pros who don't know what he, as an investment pro, could offer). So you get a lot of push-back, multiple user names, more and more creative ways to get the same website listed again, etc.


Trillium 12:37, 25 July 2011 (UTC)

Your first "customer"

Hey, you've got a wanted post already! Granted, I had to move it over from where he started a duplicate discussion, but what they hey, that's a technicality.

Yes, I think that if you make those 2 discussions "sticky" they will show on all discussions. If you bumped them once a week (even once every other month) that ought to be enough to keep them on page 1 of the PM/BG index. The poor man's sticky....

Trillium 12:03, 26 July 2011 (UTC)

You're welcome?

I was wondering about how much more to try to edit the discussion itself... change the second non-Farpin to mscash, too, or just leave it so michael's later post makes sense to those who come later. Catch 22.

The reason for the question mark in my title is that somehow I'm reading a bit of sarcasm or something in your note? Should I not have revealed the caching thing?

Trillium 03:28, 6 August 2011 (UTC)

I'm overly suspicious!

Thanks. I should be looking for opportunities to laugh; sorry I missed that one. Trillium


I like that one. (yes, eavesdropping again) Trillium

Work on the plane

That's always my backup plan, especially with a long flight like that. Not to mention the airport time, these days. You'll be ready when you need to be. But now the koi will be lonely while you're off in Vegas!

So go home and get some sleep now, and catch up with the rest tomorrow. Have fun.

Trillium 04:20, 6 August 2011 (UTC)

Missed the Border's post

Kevin, sorry, I overlooked your post.

I just posted this weekend an experience I had with Barnes and Noble. They won't seem to let me cancel an order even though the option exists on their website.

Makes me wonder what kind of financial position they are in.

lol. I don't know what the doctors without Borders are going to do. Take care. CrowJD 02:18, 9 August 2011 (UTC)







NAEA Convention

Kevin - how did it go at the Convention this year? TomTom O'Connor (Taocpa) 21:47, 12 August 2011 (UTC)

My email address is....

brian at marshalltaxsolutions dot com.

Wish I could have caught up with you at NTPI but honestly I was toast from all of the information. LG Brooks was excellent. I also really liked Ted Sinars. The other speakers did a good job as well. I really now have a great appreciation for what rep work entails, so I am looking to build this part of my business slowly because I don't want to get overloaded and not be able to help people.

So a couple of questions:

  1. 1 Software. A few folks made mention of CFS Taxtools. If I am not mistaken you have made mention of it as well here on TA. Would you recommend it for Rep work?
  1. 2 Research. Any recommendations for research resources. There was a lot of discussion of the Taxpayer Bill of Rights, the IRM, and of course the IRC. I am assuming these can all be found on, but I am wondering if there is any one place online or in a particular piece of software that you would recommend using for these resources.
  1. 3 First Client. So I am envisioning myself sitting in front of my first client and then asking me how long I have been doing rep work? How would you recommend handling this situation. I can see myself talking about my overall experience with taxes but I am curious as to how you would approach it.

Any marketing tips you may have would be greatly appreciated as well.


BTax2010 23:51, 12 August 2011 (UTC)


I knew you'd be checking in anyway <w>. Does anyone else (other than Trillium) have the ability to block spammers? Hope the conference went well. Belle 19:59, 13 August 2011 (UTC)

Sounds like fun...

With the exception of losing your money at the craps table, sounds like you had a lot of fun. FYI, I made a disability claim and much to my shock, they are paying on my claim, but since I don't play craps, I can't lose it there! Basically, I received coverage for lost income and it was good news to say the least. BTW, any chance I can have the copy of materials we discussed? Thanks. TomTom O'Connor (Taocpa) 14:18, 14 August 2011 (UTC)

Thanks, Kevin

I got it. I read it and couldn't agree more about disability insurance. Thanks. TomTom O'Connor (Taocpa) 21:21, 14 August 2011 (UTC)

Forensic accountants?

Kevin - do you know of any good forensic accountants in your neck of the woods? A friend of a client is going through some divorce issues and needs one. I have too much other stuff going on and will not be able to take care of them properly. Thanks. Davidcpa 02:04, 22 August 2011 (UTC)

Progress report

How is the tax court bar prep going?

NMexEA 18:51, 24 August 2011 (UTC)

Learning evidence

This is a real Bar exam so you might want to review evidence the same way law grads do. Take a look at I have no connection to these people but I don't think they are charging very much for their stuff. It covers ethics and civil procedure as well. Just a thought.

Yeah, pass

When I saw the post about how that he hadn't seen any requests for user info, I just closed up the discussion; he can't be helped.

Trillium 22:22, 30 August 2011 (UTC)


"...Trying to consider a Socratic Method response which will allow him to keep his dignity"

I think you handled it quite well; probably better than was deserved. I wasn't able to determine specifically what the question was, with the references to 'medical, etc'. So I gave up ! Belle

As always

You make me laugh. Loved the "Ghost" YouTube links; your ability to remember, and then connect the old clips & songs with various posts is quite entertaining. I did see one recent thread where you, Bob and Bracket were 'talking' to each other. Belle 23:57, 30 August 2011 (UTC)


I just fixed the one on his user page, cuz I'm a nice person :-) Belle 00:02, 31 August 2011 (UTC)

Yes !

Please send me the address. Have you been able to talk to Jeff? The burden they are under is under is so immense, and there's so little one can do from a distance to help. Belle 22:20, 31 August 2011 (UTC)

Me too, neither.

...If it were me I wouldn't be able to talk.

I have no doubt he'll survive, but the current pain is incomprehensible to me. The three year "anniversary" is approaching for my friend (her 30 y/old son killed himself) - I plan on giving her extra hugs. Belle 02:51, 1 September 2011 (UTC)


1) What's up with all the 'account creation' activity?

2) Hugh has evidently resurfaced at the Intuit Community; FYI

3) Coincidence?

Belle 00:23, 7 September 2011 (UTC)

Thank you

Kevin, thank you so much for your card and kindness during this excruciating time. It means a lot. Jeff

Thank you

Kevin, thank you so much for your card and kindness during this excruciating time. It means a lot. Jeff

Good Job

And you did it quite well :-). There was a bit of a flurry there.

Hugh snuck back in on the Lacerte Community under a different name. But someone sniffed him out (the way he 'talks' is a bit obvious and identifiable-not to mention argumentative and obnoxious), and he's been banned - again.


Yeah, it works eventually, for about half

Some of them won't get the orange flash screen until they post something (usually their user page if they're following instructions), and then they'll consider whether or not to take the request seriously. Cooper did re-edit his user page after (presumably) reading the note, but then that was an error correction fix. He may have wanted to do that even as he abandons the name.

But yeah, for about half they go on to post a new discussion, which has to be deleted - once restored, it appears on the index with no creator name, so that's a nice short-cut. Sad, really, though, that we have to stick around to see which half Cooper will fall into.

Trillium 19:49, 9 September 2011 (UTC) - edited to add last line, Trillium

Dear Kevin, It took me 3 tries to pass the California Bar---then AI learned that IRS thinks your client is guilty if you are a lawyer so I do everything just as an EA. The E&O for EAs is much cheaper ---way cheaper. But now I want to take the Tax Court admissions and just want to purchase used study material---got any of your old study stuff you will sell?

you use Drake, don't you?

Kevin, I think I read somewhere that you use Drake. I'm frantic with a problem using the 16c line in the S Corp section of the program. I have to leave for the day, but if you have time to read my Life Insurance question and have any input, I'd love to hear. thanks!! chris OCNumberz 15:29, 14 September 2011 (UTC)

you use Drake, don't you?

Kevin, I think I read somewhere that you use Drake. I'm frantic with a problem using the 16c line in the S Corp section of the program. I have to leave for the day, but if you have time to read my Life Insurance question and have any input, I'd love to hear. thanks!! chris OCNumberz 15:39, 14 September 2011 (UTC)

you use Drake, don't you?

Kevin, I think I read somewhere that you use Drake. I'm frantic with a problem using the 16c line in the S Corp section of the program. I have to leave for the day, but if you have time to read my Life Insurance question and have any input, I'd love to hear. thanks!! chris OCNumberz 15:42, 14 September 2011 (UTC)


Thanks for your patience. I'll back off posting for a while on the Bus Opportunity page.

By the way, much success on the Tax Court challange. I am a firm believer that more cases should be appealed to tax court and I actually think it is an area that if properly marketed could do well.CrowJD 03:31, 20 September 2011 (UTC)


hey kev

thanks for helping out on my question, you asked about us missing the ncea event, we decided to hit the virginia event this year instead. How did it go?

Buying a practice

Thanks Kevin for all of the help and clarification. I am still negotiating with the seller. She wants as much cash out ASAP and seems unrealistic about the retention rate. I doubt I will get 80-90% the first year as she will be really out of the picture. I did offer 70% of gross revenue in cash but she countered with 1.1 of gross revenue and 75% in cash with final payment April 2012 based on first year retention. I can live with paying her 1.1 for clients that show up the first year but what I dont want is to be in a situation where she owes me money back. I have a friend in this same area who had a very similar situation and his first year retention was only 73%.

I really appreciate all of the support. This site and it's member are a great resource for us newbies.

Tax Pro testing and CPE - Is this an appropriate subject AND can it be posted this way or just link?

Testing & Continuing Education: Who is exempt? .by IRS Return Preparer Office on Wednesday, October 5, 2011 at 10:55am.As I’ve talked to a lot of folks at tax forums and various professional meetings, the one question that keeps resurfacing is who is exempt from what when it comes to the IRS oversight regulations. Here’s the skinny:

Attorneys, certified public accountants, enrolled agents, supervised preparers, and individuals who do not prepare Form 1040 series tax returns are exempt from competency testing and continuing education requirements.

Regarding the supervised preparer and non-1040 preparer categories, we’ve created a page at to explain the qualifications. See Supervised Preparers and Non-1040 Preparers.

One misconception is that the non-signing, supervised preparer category allows employees at tax preparation franchises to avoid testing and continuing education requirements. And, that’s generally just not true. The supervised preparer exception was primarily intended to enable firms to continue intern programs involving people who work for higher credentialed practitioners like Enrolled Agents, CPAs and attorneys.

When the PTIN renewal process begins in mid-October, the 2012 PTIN application will have new questions that will allow supervised preparers and non-1040 preparers to identify themselves so that these exemptions will be noted.

We also updated a chart on recently as the result of feedback from you. Thanks for the feedback and we encourage you to take a look at the new chart.


Dave Williams, Return Preparer Office Director

okie1tax James Culbert EA Okie1tax 02:06, 6 October 2011 (UTC) .


User:WFranceneMorrisonu Belle 15:56, 21 October 2011 (UTC)


I've reviewed his prior contributions - he mentioned using TurboTax Business as his tax software and at some point in the past I had moved all of his old questions to the consumer forum, based on that and content of the questions. Once the S-corp he kept asking questions about was dissolved - the topic of his last question, years ago - he stopped posting. Now he's back, and it's because that same S-corp is an issue because of the NOL in the year under audit. So my guess is that he's back, asking about his own self-prepared tax returns again.

To me, it hasn't seemed worth it to move his questions out of the tax forum (people seemed interested enough in the questions he's posting to not only respond but also add new and Fred even had your long conversation about good CPE on one of his recent discussions, which I found nicely ironic), and asking for user info just seemed to be an invitation for him to lie on the user page just to keep his questions on the pro forum. So I've been letting it sit. I notice Marcilio put a request for user info on the most recent discussion Viking started, and that was ignored, even though Viking came back and asked Marcilio a direct question. That seems to be really pushing it, to me.

What's your take?

Trillium 00:31, 23 October 2011 (UTC)


Can he get your e-mail address if he clicks the link on your user page? I think he can't use the "e-mail this user" function on the site if he's not logged in. I'd be fine with unblocking, and moving his questions to the consumer forum, sending the standard warning, etc., if you think his latest questions (combined with the earlier ones) sound like non-pro questions to you. I didn't want to make the call unilaterally since there has seemed to be a good amount of interest in his questions.

Trillium 00:52, 23 October 2011 (UTC)

If he can e-mail you...

then I like your solution best.

Trillium 00:54, 23 October 2011 (UTC)

Maybe it's the same glitch as the one that doesn't bump discussions to the top of the list when they have new posts?

That's been a recent complaint, too. Somehow, the wiki system doesn't see the talk page note or a new post to a discussion as a "new" event, and so it doesn't trigger the normal reaction: posting the orange stripe and sending the email update, for a talk page change, and bumping the discussion to the top of the list for a discussion post. It's a theory, anyway.

Another data point for that theory: each time I left you a note, I clicked submit, and then the page just went blank, aka the site didn't display the updated page, which would be normal. Almost like it timed out in the process. But I could see that it had been posted, via the "recent changes" page. Another indication that the entire process may not have been completed?

I'm going to go ahead and transfer Viking's questions over to the consumer forum and leave the "moved questions" note now... I'll wait a while to move the one where you and Hammock are discussing stuff.

Trillium 01:03, 23 October 2011 (UTC)


I see it as technical tax questions only. I see selecting your software, getting your PTIN, etc., as part of managing your practice, and to me efiling falls into the same category (consider all the discussions last year about the 10-return/100-return rules, etc. - at times, they could have filled the forum, leaving no room for the really interesting technical tax stuff). But like I told Michael, his perspective was interesting and I'll give it some thought; thanks for adding your perspecitve as well.

Trillium 12:14, 3 November 2011 (UTC)

Update on a discussion on a topic that was archived, concerning IRS audits, NOLs, and opening up prior years.

The admin properly closed the thread, in which I was taking the position that if the IRS were to request financial records to support an NOL carry forward, that it might require the opening up of that prior year to audit, or that as a Rep we should consider requesting it to be opened. I posted that I would research over the weekend. Etc... By the time I went back to the post, it had been closed. So I finally figured out ow to leave this message to you. Would rather it be more public however.

Anyway, I ended up asking a superlawyer in town, whose specialty is IRS representation, much of it criminal, who told me I was pretty much, well more like completely, in error.

Not much more to say.

Thanks for your sticking with the topic, as I did learn something from it!Thanks Kindly! 14:13, 6 November 2011 (UTC)

Early mornings

Yes, I was online earlier than usual Friday! I knew I'd be gone most of the day, and most of yesterday, so I figured I'd better check in and see if there was any overnight cleanup necessary.

w/r/t Hammock's note just above this one, I think he may have misunderstood my note to him. My note *was* a little convoluted (I read it again today), so that's not his fault. That discussion wasn't archived, it was split up into (a) the consumer question that started things off, and (b) all the tax pro discussion that spun off from it. The pro discussion is here:

The interchange between you and Hammock is down a bit from where that link should jump you. He could post his response right to the end of that discussion if he wanted to.

Trillium 15:30, 6 November 2011 (UTC)

practice mgt, et al

I don't know who "Al" is exactly....

Haven't had a lot of free time, but have been thinking about this Tax vs practice mgt issue. Seems like we're reopening issues from before, when people wanted a separate practice mgt forum, and we discussed the overlap between PM and BG, and to a lesser extent Tax and PM. I'm having a hard time getting my head around the tax forum being anything beyond technical issues, but that's *my* limitation and not the way things need to be, necessarily! It is, I guess, what I thought others wanted, too. Coulda been wrong all along.

Anyway, I'll toss it around some more, and meanwhile I don't have time to do much moving, anyway. So unless another person comes along with a really long name, ignores the warnings about it, and then posts a discussion about whether or not he's allowed to email his clients, I'll just leave the borderline PM/BG issues in tax. That's what I usually do, anyway, until they roll to page 2 or otherwise fade away. So I'll just do more of it.

As to your e-mail request, it's That might be easier than me e-mailing some new address.

Trillium 02:29, 8 November 2011 (UTC)

search issue

I can't recreate your search issue. I tried the regular yellow box, advanced search, and also the google search on the advance search page, and each time I just get TA results.


I thought it was the less-reputable search sites that sent out viruses hijacking your searches. Didn't know bing did it, too! I'd see if you can get rid of that, or perhaps change the settings. And then try a virus scan just in case? Trillium

Hi Kevin Re the posts on the 4809 letters. I got one and after reading Schulman's latest talk I decided that the preparers were selected randomly based on the types of forms filed. I haven't figured out which 2000 they are going to actually contact but I can't imagine that they will be manually reviewing the returns of the 21000 who received the notice.

In the past I requested a POA list through FOIA...I would like to take advantage of your offer to assist with a FOIA on this matter. Please respond to my email address: I'm not very good at this onsite message site.

Mahalo, Laura taxea 08:40, 18 November 2011 (UTC)

Will you help me find an IRS Reg on this? The IT Dept wants to Sec 179 and the Accounting Mgr wants to capitalize it. I am new to using Checkpoint and am having a hard time finding anything in there - will get the hang of it eventually but it take some time.

I appreciate any help you can give me!


Archived deprec discussion

This may have been the discussion you were referring to earlier: Discussion Archives:Residental Rental Property - 3115. If this is really the only one of the zillion discussions on 3115 et al that covers the issue at hand, we'll want to get the unique info into a category page or otherwise preserved for easy searching.

BTW, the way to find discussions that have been archived is to do a search as usual, and then when the results page comes up, go to the bottom of the page, and click on the little box next to "Discussion Archives." You can also set your preferences to always search the archives along with everything else, but of course then you get the consumer questions, questions with no responses, questions that never come to a conclusion or get off-track more than they stay on-topic, etc. I like to keep the box unchecked unless I'm looking for a specific discussion.

Trillium 04:57, 19 November 2011 (UTC)

I can see both sides

However, since the dude REPOSTED after you deleted it the first time, totally blowing you off, I am all for the deletion route on this one.

He's claiming a client - maybe ask bluntly if HE is the client, and if so, consumer forum for him. If he insists on posting, there's probably a consumer question on the topic where he can waste somebody's time.

Trillium 22:07, 23 November 2011 (UTC)


Here's another one: User:Wjyoung.

This may even be the same guy [edited to add: I was thinking it could be CKRCFO again, but I guess the user info isn't that similar]? I'll check that out later if he doesn't post right away, but meanwhile BOLO... I think the notices and notes all over the site are clear that you should not be coming here to get tax advice for your own situations or your company as a way to avoid finding an actual tax pro... but we could review the notes, I guess.

And, necessarily, any professional courtesy to people who were tax pros in a prior career, or just CPAs, etc. Personally, i don't think that group should get a lot of leeway, but I know you have a softer heart in this matter!

Trillium 00:40, 27 November 2011 (UTC)

Happy Holidays

I was afraid Al Bondegas was you <w> Belle

Meatball soup

I knew...but I think I spelled it wrong. I'm not sure I've ever had it though - I like my meatballs in spicy tomato sauce over spaghtti noodles. Belle


LOL - maybe if it really is a teenage prankster. Belle


Navel tequila shots, but no messy meatballs. Or is that TMI :-)

Good thing it's Friday

LOL. You do have a twisted mind (that's a compliment). Have a good weekend - I still have Christmas shopping to finish.

Oh what fun

Is "Ernie" what the rest of the year will be like now that schools are out?! Trillium


But I haven't heard anything from Tim from the last time I told him it was still happening. I guess we just keep telling him.

...although to be fair, that was one of the "wrong name on discussion post" events - and although it was a suspicious one, like homework, it wasn't as bad as when this happens with spam

Trillium 16:06, 21 December 2011 (UTC) - edited to add para 2, Trillium 16:41, 21 December 2011 (UTC)

Me 2

Great minds think alike....I've often been tempted to use my old, funky, but functional laptop to click on some of this 'crap' just to find out. HOW can it be effective to post this stuff on a tax research forum?!?! The response rate would have to approach nil. And if a dreaded virus is part of the plan; well, those folks need to be located and punished - perhaps waterboarding? Or listening to the Republican debates?

And, yes, I also get the Viagra/Cialis emails (would you please pass that info on to Bracket Creep for me ?) - I do a lot of on-line shopping for Christmas, and those emails seem to ramp up in direct correlation to the amount of shopping. Are they selling my address? Is it being snagged from cyberspace? I have one email address that I use just for that kind of shopping, so it's easy to shut it down if the spam gets to be too much. Belle 17:28, 27 December 2011 (UTC)


Kevin, I'm not currently a member but have been contemplating joining recently. I will keep the conference in mind. Thanks!

How will I ever be able... tnahk you?

Spell Czech

Mutuals and small worlds

Hello oh he of the devils advocate positions. Hope all is well, it is now our season for hectic Taxalmanac interactions. I went to an NYS EA sponsored CPE on casualty losses this past saturday hosted by our local NYS EA association president Ms. Judith Strauss. The HR Block that I always exclude from the HR Block condemnations happens to be hers. Smart lady, she runs the shop down the block from me.

We were emailing about a misconception I had on casualty losses and that 10% deal you answered and I asked her if she knew you and lo and behold. She did. Just wanted to tell ya.

Alss, at the conference one of the EA's there opened an email from his tablet and he didn't turn the sound down. Must have been a joke because it was loud and vulgar and the man was extremely embarrassed. After talking to him afterwards, I think I mentioned the moment on a Facebook post and afterwards, a girl I went to school with told me it was her husband.

Two small world meetings in one day.

And now, it can all begin.

Fsteincpa 01:45, 18 January 2012 (UTC)

Froggy - what it is

Well, before I answer that, I need to know where you heard it from. lol. I don't recall using it in a post, but I might have.

Was my nickname in college and I am still called that by many of my older friends.

Now I have to find out how she found out

Too funny. Gotta love small town talk.

Well, anyway, during college when I pledged my fraternity, Psi Phi Gamma, there is obviously a lot of shouting on our part and all that gung ho stuff.

Anyway, if you've ever watched the little rascals TV show, my voice sounded exactly like his and I obviously also have a resemblance to the character.

I have been Froggy ever since. Well, that is the actual version.

While in school, when I was happening to be out imbibing instead of studying, the ladies would ask me why and that, dear sir, would get them an altogether different answer. And you know something, it even worked on occasion.  ;-)

Fsteincpa 18:56, 23 January 2012 (UTC)


I am considering attending....see you there, maybetaxea 23:18, 25 January 2012 (UTC)


Thanks. I just thought you might have a better handle on it than I. Do you want a copy of the research? You are right about the age the non-benefit spouse has to be 50. What I didn't catch in the seminar is whether it applied to SSI as well as normal benefits. I will find out though.taxea 00:45, 28 January 2012 (UTC)

thanks Kevin

I appreciate the edit.

History proves you right...

(Looking back...) Very few of those long names were for people intending to participate as tax pros, and even so, those name proved that they can't read and/or comprehend simple instructions (like "please avoid usernames longer than 10-12 characters" or whatever it says on the create a name page). So they weren't going to work out well anyway. Cut 'em off at the pass.

Trillium 17:36, 4 February 2012 (UTC)

Upload CDesoi Image

Thanks Kevin! I see what you did - and just reduced the size. I hope to get a professional shot on here soon. Just launched a new website and it still has stock photos. Photo shoot is next week. Getting ready to partner with an experienced tax practice here in Richmond to implement my remote work solutions for tax. Appreciate your help.


Love it. Trillium

On the poster...

Gramar That's a nice touch.

The rest is brutal, Juice.

Spell Czech


Yeah, I was trying to stick with the nice joking-around tone Tim had going there, to the extent I could. I'm not sure, but I think that maybe it's the "new user page" template that's currently being used, and "empty user page" may not be? Let's keep both as they are - it'll make it easier to see which one actually is in use - just have to wait for the next new user to come along....

Trillium 21:52, 4 February 2012 (UTC)

jpg names

I've seen a few new users with Natalie's pic (and once Woodstock's pic) and at first I thought it must be something suspicious going on. Eventually, it happened enough that I tracked it back to an example somewhere, or - as you found - people taking the instructions far too literally. There's a lot of history in the wiki memory....

Trillium 22:00, 4 February 2012 (UTC)


I've just been opening a recent one, and copy/pasting. That lets me update the # characters, and change the last para in case they've already provided user info.

Good idea, though. (Wonder if it is in the templates somewhere, and I forgot... I'll go check.)

Trillium 23:40, 4 February 2012 (UTC)


After the 2 notes I left for our recent long-namer, about the last thing I expected to see on that revised user page was "lillian." I suppose I shouldn't be surprised, I get tl;dr reactions pretty often. Trillium

True enough

I was thinking that she'd created the new discussion after I left the first message, and so she at least saw that one, but I see now the time stamps are about at the same time. So it could be that she got her discussion in first.

It probably didn't help that I clicked on "diff" to see what had changed - Lillian stands out in red on the new version - and nothing else does!

There's a template out there now, LongName. It should do the trick without being overly specific.

Trillium 23:50, 4 February 2012 (UTC)


Did Tim give you the info on how to change a user name? it's a lot more than using the "move" command... Also, I would have - actually did, but too late - told the guy not to use the name you used, as it's got to many caps and is probably going to cause long-name issues....

Trillium 21:50, 6 February 2012 (UTC)

Retract second half of my note above

Just compared that name to the length that would be an issue, and it should be fine. So if you went through the entire sequence of steps needed to change the name so it can post, and have its participation tracked, I guess all is well?

Trillium 21:54, 6 February 2012 (UTC) `

There was a recent change...

After the upgrade to the new wiki platform, there was a change in how the name change function worked; it started to combine a few steps that I used to have to do individually.

Honestly, I've been talking people out of the "name change" (in favor of starting over) so successfully that I'll have to go get my notes to see what the starting point was. Maybe it's the same super-special secret page you used, in which case all is well. May have to wait until later to hunt up those notes. As you say, we'll wait and see what happens in the meantime.


Before or after

I think that edit to his user page may have been just before you did the name change (21:39 vs 21:41?). The "recent changes" page does show the new name, rather than the old name, as the person posting, even for his two posts prior to the name change - which is typically what happens with a name change - so that's a good sign that the wiki did the right steps for you.

Trillium 22:07, 6 February 2012 (UTC) - edited Trillium 22:11, 6 February 2012 (UTC) to try to make it make sense...

Sorry, I'm not making a lot of sense

I did try to edit that note, but I'm not sure it helped!

My time zone is set for server time, so that would explain the 3 hours. I hope you're not feeling too jet-lagged!

In an earlier note, you mentioned something about how your namechange didn't move his old posts. If you were talking about the user name showing on a discussion that he started pre-namechange, then that would be the way it works. That's actually one of the main reasons that people wanting a name change for confidentiality reasons generally end up choosing to start over, instead. If they do the name-change process, the old name "follows along" and it's really easy to tie their full name to their later posts. And even though you can edit the user name on the old posts, the original username is going to show up in the "creator" field.

Okay - time to move on to some other fun activity!



I got a few of those yesterday - don't think I've had any yet today. I'm sure they'll come later, though; the site's been slow. The gurus certainly seem to take a lot of time meditating. And telling me about it. I mean, if I've already interrupted then why not process my request before you go back to it? Trillium

spammer names

I'm actually glad to see a few that vary from that silly pattern ("normal" sounding name inside 2 random letters). Even if it does increase the challenge. So...Amycollinsffbf?

Trillium 17:00, 9 February 2012 (UTC)

Missed it

I missed the fact that you'd already blocked Amy. If ffbf (BFF?) meant anything, I'd put the long names note instead, but given the pattern today - spammers like alicesmith! - I'm with you.

USAR - tempted to let the DIY comment stand in the pro forum; I did some reading on this issue the other day and apparently Chase is really giving these service members the run-around. First they can't get the interest modified, then it reverts back if they don't call the bank every 3 months (from Afghanistan!), and now this mess. Crazy.

Trillium 17:11, 9 February 2012 (UTC)

not off-hand

But tomorrow when I have better internet access, I'll check my user history and see.

problem is - as always - that the more we add to the top section, the less they read of it anyway. We still get people using e-mail addresses, and that's at the top and in red!

So I'd say, don't bother changing it anyway, and we'lll just follow behind and clean up the mess. People will deal.

Trillium 04:35, 12 February 2012 (UTC)


So, basically this guy is a doctor (vet) who works with another doctor who's got an S-corp, and has been self-preparing the S-corp's accounting and tax work for 30 years. While I realize that's a rung up from some of our newbie tax preparers, is that really who the forum is for? I mean, I'll follow your lead, but just wanted to see if this was a one-time deal since the guy at least updated the user page honestly and was forthcoming about maybe not being part of the primary audience... or is this a swing toward allowing more DIYs? Trillium

people who love animals

yep, another good reason to give the guy a break (until he starts taking advantage...(like viking, who uses TurboTax H&B to prepare his/returns, and has been popping up every year even after being told about the TT forum).

I'm good with that choice for the vet guy. Trillium

HOA Solar Panel Question ...

Kevin, did you have a chance to see my question regarding the HOA that purchased solar panels? If you have time, do you have any thoughts?

David Nilsson (BeachCPA)

Deleted Posts

I became uncomfortable with the entire discussion after receiving so much resistance, bad jokes (from one particular user), and spending way too much time with it. I don't have any extra time to continue with that discussion, so I decided to delete all my posts this morning. That way, I can just keep working and forget about it. I sort of regretted getting involved in the first place. Hope you're enjoying your juice and getting healthy!  :)

Deb 16:51, 14 February 2012 (UTC)

nascient pattern

Yes, I concur with your suspicion. Not sure enough of them have spammed to actually be sure it's a new spammer pattern, but I agree they need to be watched. Some people seem to like to add their house # or graduation year at the end of every user name (for spice?), so it's not like it's completely unheard of... Trillium

Hello Kevin I just passed the first test to become an EA, but i do not have any experience on corporate tax and i am looking for a good course on corporate tax, because i want to take the second test just before thanks giving of this year. Please help me. Thanks



Thanks Kevin, I read the CI section of his treatise last week. I presume it's the same guy, has to be. Did you see my post earlier about the ex-spouse issue? I took it down once Trillium responded. If you have any thoughts please do share with me. Cottcpa 21:49, 29 February 2012 (UTC)



Belle 21:49, 5 March 2012 (UTC)


I agree - I don't get it, why do the spammers even bother. It might last a couple of hours, if their timing is lucky, but then it's gone. It just takes our time away from paying work and/or other things on TA that might be more valuable. I know I've seen a couple of questions lately where you were really the perfect person to respond. But - like you said earlier - you have to pull back or you'll end up with too few hours to sleep. It's just sad that the spammers and the troublemakers get top priority for the time you DO have to give to TA. I sure hope Tim is working on a magic fix for the spoofing that'll wipe out these spammers, too.

Trillium 02:11, 11 March 2012 (UTC)


I did delete the spam; I see you & Trillium are quite busy with this problem. Belle 20:28, 11 March 2012 (UTC)



Tax Practice Proforma


I seem to remember that you posted a tax practice cash flow/proforma P&L template that you use or have used in the past. Am I remembering correctly?

If so, would it be possible for you to share that again?

Thanks Keith aka 94nole

Just when you thought it couldn't posibly get any more fun...

They seem to have increased their level of creativity on the names.... Trillium 00:07, 28 March 2012 (UTC)

Waste of time !

Are the powers that be working on something to stem the tide of robo-spam? You (and Trillium) are spending too much time on it, and it is truly a waste of your expertise. Just wanted you to know it is noticed and appreciated. Belle 02:38, 29 March 2012 (UTC)

If I had a vote.

"...I had hoped that they would turn off all account-creation in the meantime." That would be mine ! Thanks for all you do, during this crazy time AND the rest of the year. Belle


I was going to add the "anti spam" award to your page (since Trillium has it :-), but you've blocked editing your profile page. Sneaky <w>. You have my permission to add it yourself (like you need my permission to do anything around here). Hope your season's going well. Belle 04:28, 2 April 2012 (UTC)

Kevin.....we did not talk in Dallas because I was not there. Vest business has been a bit on hold. Looking to revive it this summer/fall, as I refocus my entire practice.

April 21, 2012 is the 4th Annual Jeff Rochester, Jr Memorial Tournament. We expand this year to 6 teams, weather permitting. This is my 2nd season as the jv baseball coach. I love it, and especially love the young men. Nobody replaces my son, but this fills a little bit of that void.

This forum is a great source for information. I need to at least lurk here. If I have a couple items to toss out, I will do that too.

Hope all is well for you.

hey kevin

is there anyway i could get in touch with you, i have a conference with exam division on wednesday and I need 5 minutes to ask you a couple of questionsScottycoyote 15:15, 23 April 2012 (UTC)

Your marketing plan

A couple years back you emailed me a copy of a presentation you've used to teach others on how to grow your tax business. Do you mind if I share this with others? Just wanted an okay from you before I forward to others. Thanks much! Hope all is well in NC!!! Anchorman 15:48, 25 April 2012 (UTC)Anchorman

Hi Kevinh5!

I have a question regarding a topic that you seemend to know rather well. This references a forum contribution you made back in 2007 regarding a lease purchase agreement. You mentioned that up until closing, the payments made to the seller should be treated as rental income (I'm paraphrasing, so please feel free to correct me).

In this particular agreement, a portion of the rental payments count toward the purchase price of the property. If the payments are treated as rental up to closing, what is the sales price on the date of closing? I've read and researched this transaction until I feel like I'm going in circles. Any help would be appreciated.


Please Kevin I want to buy a good course that teach me how to do corporate income taxes. I am planing to take the 2nd teste for EA, and I do not knoe nothing about corporate taxes.



Are you coming to Hawaii this year?

Need your advice on posting a long question

Good idea. Now I need to find a hosted site. I also could shorten it and then use pieces of it to keep the discussion going. We'll see. Thanks again.Podolin 02:03, 7 June 2012 (UTC)

I can distill it

down to about 2 or 3 sentences, and then use the rest as discussion as appropriate. Over half of it is my summarized research supporting what I think is the answer. Podolin 02:08, 7 June 2012 (UTC)

Hi Kevin. I was hoping you can help me. I am trying to research prices for tax preparation and I read the comments from You have provided a link to an excel spreadsheet, but I can't seem to open it. I also tried right clicking, but was unsuccessful. If possible, could you provide me the excel schedule? Thank you greatly.

I was also wondering if there are any tax resolution cpe seminars or books you would recommend. Thank you.



Belle 18:48, 11 June 2012 (UTC)

Yeah, that's cool

The link is already on the guy's user page (and I had already told him to check the advertising/self-linking policies before he posted, which he didn't do), so all you need to do is move it back.

I didn't have time to read it to make sure that the rest of the info is cool. But of course, even without links, the post is a bit self-serving. Guess we can't avoid that 100%. I'm fine if you want to move it back.

PS - it's possible that you may have to add a post to the end of the discussion to make it appear in the forum index. It'll be in the search, regardless, now that you've moved it back from archives.

Trillium 17:15, 12 June 2012 (UTC) - edited to add the "PS" - Trillium 17:26, 12 June 2012 (UTC)

A New Conference for EA/RTRP Test Takers

I've seen lately a lot more threads on what is needed to pass these 2 exams. Like "Do I have to know all the threshhold amounts and form numbers?"

While it was never envisioned to have the RTRP when this board was set up - and not to offend anyone who serious and interested in taking either exam, would it be possible if the board moderators (and I know you're not one of them) could open up a new conference for EA/RTRP test takers to exchange their information - and not detract from the purpose of this board - to help actual practitioners who work issues with clients? (That is of course, if Mufid approves) Uncle SamUncle Sam 00:01, 14 June 2012 (UTC)

Hi Kevin, I recently received my EA credentials in the last week and then joined NAEA and registered for NTPI Level 1 at the Vegas convention. Then I find on here that it is apparently common to get reduced dues for your initial year after becoming an EA. Is there still a promotion going on like that? If so, would they refund any that I have paid or give me a credit for next year? Thanks for any of your insight. I look forward to hearing you speak at the NAEA convention in Vegas, and possibly in Greensboro!

Lonnie Shook, EA

Yeah, but...

I'd rather just call it a typo <w> Belle

How to Find A Tax Preparer?

Advice for Choosing a Tax Returm Preparer

What's a Tax Returm Preparer? Did TA come up with a new term? Uncle SamUncle Sam 00:49, 17 June 2012 (UTC)

Room for EA/RTRP Wannabees

Kevin - I've been surfing this board - and Trillium also answered me the other day with "there's no room" to set up a special space for these users. Well - I was looking at the special section for HI people - and see that group doesn't have much traffic. So it may have been a great idea a few years ago - but look at how often posts show up there. Why not eliminate that, archive it, and create new space for something more visible and usable that won't interfere with practitioner issues? Just like we told high school and college students we're not here to do their homework for them - we're not here to hand hold EA and RTRP wannabees who want US to do their job for them. Plenty of attention has been given to answer questions regarding study aides and programs to get these people to pass. We took the exam ONCE a year - and if we flunked - had to wait another year to pass. Now, all they have to do is wait three months for the next window.

So do you feel it's right that a poster posts the same question on 2 different threads asking same question of "do I have to know the dollar amounts and form numbers - or do they give that to you?" Uncle SamUncle Sam 17:58, 17 June 2012 (UTC)

Deleting Non-Tax Pro Posts

Thanks, Kevin. DaveFogel 18:35, 19 June 2012 (UTC)

Similar concept

I figure there aren't that many real people using full names as user names now - if not for internet security, then because of the long-name warnings. Philhendricks being the exception that proves the rule, today?

So if there's no user info forthcoming within some short amount of time, I'm assuming that they're spammers or whatever the silly gnats are that create these names and then don't use them for anything - and those both get blocked.

But it's crazy to have to deal with this!!!

Trillium 18:10, 11 July 2012 (UTC)

Greetings KevinH,

This is my first time requesting a little help with a dilemma I have. Penalty has been assessed for TP, Partnership, due to my not reviewing the e-filed return status. I prepared the 1065 and sent ALL K-1's (16) to Partners (February 2, 2012). After I prepared the return, I THOUGHT that I immediately e-filed the return since it was a simple return, without checking back due to the challenge of the season. When I went to print the return in early June, I find that I did not file the return after ALL. Yes, I was dinged with a HUGE penalty of over $6K. My questions is, do you think Appeals will give me favor? I must admit, I had many issues this season with efiling, sending actual returns vs. extension, etc. My software made changes that I did not make myself aware of until I floated through the season and realized these changes. I am aware of the one-time abatement, but in 2008 the taxpayer did not timely mail the return which also resulted in a penalty so that one is out. I am overwhelmed by this matter. Revenues = $326/Loss = $4,250.00).

I'm FBI (From Big Island)

Hey Kevin, I just read your message. I'm in Kona, on the Big Island. Are you staying anywhere near? If so I'd love to meet up for lunch or coffee or something? My office number is 808-329-3403. PaulaActionbsns 18:41, 27 July 2012 (UTC)

In case you are checking in from Hawaii..




Oh, and hope you are having fun !

Belle 00:04, 28 July 2012 (UTC)

Visiting the BI

It would be good to visit, but vacations are often full of, well vacation stuff. I'll give you my cell number because I won't be in my office until Monday. 808-557-9251. We are busy today (Saturday). Breakfast might be a good choice, there are a couple of really nice places, one of which is close to where you are staying. I'll try to reach at the hotel. PaulaActionbsns 17:30, 28 July 2012 (UTC)

And on it goes...





Belle 19:29, 1 August 2012 (UTC)

Aloha Kevin

We really enjoyed breakfast with you the other day. I e-mailed you with a link to the Viking cruises we talked about, did you get that? My e-mail address is: Often my e-mails end up in SPAM because filters are sensitive to words like action. I'll watch for the pics. Did you enjoy the luau? PaulaActionbsns 01:39, 2 August 2012 (UTC)

TA Police

Kevin - how often to you and Trillium police the board for unwanted posts? There's a post on EA Application Status that's got nothing to do with the subject- some Arizona real estate service for foreclosed properties. Uncle SamUncle Sam 14:41, 5 August 2012 (UTC)

Guess it's time to reach out to Tim again

We are "after tax season" for sure now, right???

The spammers are active, the regulars are not, the newbies post "answers" that are copy/pasted from pubs and indicate that they didn't really understand the question...

It's getting so bad that I just threw in the towel around midnight eastern last night and didn't check back today until after noon. Why bother? I think at one point earlier this year I'd said it'd be a once-a-day check as far as I was concerned, and I think I'll go back to that.

Trillium 19:06, 5 August 2012 (UTC)

Hello Kevin

Hope all is well for you. I have been looking to possibly relocate and buy a CPA practice. I received information on one for sale in Hickory Area, NC. Anywhere near you?


Buying CPA Practice

Kevin, I have been following your posts for years, and think you can help me with this. In buying a CPA practice, using a fairly traditional 20% of collections for 5 years to the seller, have you seen or used any language for what happens if something happens (like disability) to the buyer or the seller? We are finalizing an agreement, and this is the last issue. The seller is my current employer (of 7 years) and I am the buyer. His concern is that since we have a 6 year buy-out period, what happens to his income and his client list (which is what I am buying) if I am unable to work in year 4 of the buyout, or year 5...etc. Of course my concern is what happnes to the stream of income if he is no longer involved in year 4 or 5... The client list is largely very good friends of his, great stream of income, low turnover, and he will remain in the investment side of things with them, so he really will be helping retention. We anticipate retention to be over 90% with him involved. Have you seen clauses or formulas that address this, or do most people just plan on nothing happening? Any help would be appreciated!!! You can reach me at 240-383-7837 or Thanks. Csg 15:55, 14 August 2012 (UTC) Cindy

NAEA conference - sorry I missed you

Kevin - I'm so sorry I missed you at the NAEA conference in Las Vegas last week. I fully intended to introduce myself, but the days got away from me - the travel and time change is so exhausting.

But, but my husband/office manager, Paul Luskey attended your segment, "Planing for the Inevitable" - he was the blond guy in his mid-50's from Maryland. He got a lot out of the lecture, and I did as well from the written material.

I told him to pay close attention because you are one of the most capable, generous folks on the Tax Almanac forum.

Maybe next time . . .


just a thought

I saw your post to the cat/depression discussion. I wanted to point out that the post could be perceived as insensitive to a couple of regular posters whose relatives have recently committed suicide.

Sorry for your loss.

Potential referral

Kevin - I work with a client who lives in NC. He's looking for a financial planner who will charge on an hourly basis. He needs advice on investments & retirement planning.

Are you interested?

Re financial planning.

Thanks for the quick response, Kevin. I'll connect the client with your website. He's over in Greensboro - not very close to you - but is very capable in terms of working remotely. I've never met him!

Kathy Luskey

Does it help at all for me to send these to you?


Belle 20:10, 24 August 2012 (UTC)


I just saw your post about your niece (yes, I'm snooping). You've probably (since you're a snoop too :-) seen mine about my brother. It's been a brutal summer, hasn't it.... Hope the passage of time is helping you; it seems to be about the only thing that does.

Belle 20:27, 24 August 2012 (UTC)


You have mine, if you need an ear/shoulder. Not that I have any answers....

Belle 20:44, 24 August 2012 (UTC)

Do you think it's 3 hrs/day?

It just seems like a few minutes here and there... I suppose the same could be said of my web surfing in general, which sometimes gets out of hand. I should get one of those internet timers that says "beep - it's been 15 minutes since you left that CPE program to look up a definition because you didn't agree with what they said... if you don't have an answer by now, you're just wasting time." Or words to that effect.

That run of new accounts just now* really bugged me though - I would get started blocking, and then get logged out. Then I got back in and the whole site seemed to stop for about 5 minutes. But I guess it only stopped for me; there were new spammers that came in during the time I was waiting for pages to load. And I have broadband!

I don't even think I can draft an e-mail to Tim to properly convey my annoyance with their lack of a system fix, without said annoyance coming through a little too clearly.

And no, I don't really have time for this. And yet, here I am...

Trillium 03:57, 25 August 2012 (UTC)

* From 1:37 system time to 3:01 system time - I'm off doing real-life stuff. And the spammers go crazy! 3:01 I start to try to get rid of it, and there are, what, two new ones right in the middle of that? I couldn't even keep track of which pages had actually loaded and which I had to do again after logging back in. What a mess. And would it really matter if we just left them as is?


Guess we'd better let Belle know, though, otherwise she'll be the only one deleting spam! Trillium 02:41, 27 August 2012 (UTC)

Theory testing

So, what will you do with all your free time then  ? ! ? !

Hope it works.

Belle 18:54, 27 August 2012 (UTC)

Gleim RTRP Questions

Kevin - I copied and pasted Deback's example and sent Bob Kerr an e-mail asking what the best procedure is to take if it's not within the GRC (of which I'm a member) responsibility. I don't want this known on the board. Let's see what he advises. It's possible that these type questions do show up on the RTRP exam. Uncle SamUncle Sam 13:44, 9 September 2012 (UTC)

Law license without law school


There are probably five states that allow students to "read" the law for four years with a lawyer or Judge then take the Bar exam. Washington State has a Bar sponsored program for just this purpose. It produces a small handful of new lawyers every year or so. Usually, these people are the employees of their tutors and that is allowed.

California has a less formal and less successful program in place as well.

It is also possible to study law by correspondence from any of a half dozen California Bar registered schools. Also four years. You don't have to be a California resident to enroll or to take the California Bar exam and receive a law license.

Law study by correspondence or online is HARD, much harder than resident study but frankly, Kevin, the average T/A poster is noticeably smarter than the average law student. I've studied law both ways; you would have not the slightest difficulty passing the course. Most of my classmates would have had trouble.

A correspondence law degree costs a small fraction of tuition at most ABA approved traditional law schools. Taft Law, for instance, gets a total of about $30,000 for the whole program. Not trivial but about a quarter of what you'd pay in all but a few traditional schools plus you don't have the opportunity cost of a full-time degree program.

Of course, you can't use a non-traditional J.D. in most states and even where you can, your first Bar exam has to be in California.

More info on request.

NMexEA 13:18, 18 September 2012 (UTC)

Hi 'noopers

aka Snoopy. I even marked it minor to fool folks (not you tho)

Make me an husband would love for me to retire. And after this summer, I'm definitely getting rid of any client that makes me wince when I see the name/number on caller ID. How are you doing? Belle 03:20, 27 September 2012 (UTC)

It's a (lunch) deal

Glad to hear the pooch is OK. My chocolate lab has some major medical issues; she's 8 1/2 and I keep asking her to last thru tax season at least. I'll have a tough time with her demise; my husband will be unconsolable. Belle

States that accept the CA correspondence J.D.


This is kind of a complex question since there at least 52 different answers but I'll tell you what I think I know and you can take it from there.

I believe that a California licensed attorney with a J.D. from a correspondence school can immediately take the Bar in the District of Columbia and one of the Upper Midwest states, Michigan, maybe.

After practicing about five years as a licensed attorney, there are about twenty-two other states and territories that will allow the correspondence law grad to take the Bar. It varies with each jurisdiction and there's no rhyme or reason. For instance, N.Mex. will accept you with four years of experience. Texas won't take a correspondence J.D. ever. Arizona wants (I think) five years as does Washington State and maybe Oregon, too.

It is also possible to qualify in some states with a correspondence J.D. and an LL.M. from an ABA approved school. For SOME reason, I think New York might be that way but I haven't looked it up.

If there is a trend in Bar admission requirements, it's toward liberalization. Through some miracle, the various Bar organizations and Supreme Courts are beginning to see that giving the ABA schools a lock on licensure isn't good for the Bar or the public.

There is a rather confusing annual publication available on line that gives the Bar admission requirements for all the states and territories but don't take it as gospel; you really need to read the rules of a given jurisdiction for yourself. Anyway, it's at

Good luck on the TC Bar! I'm quite sure you'll pass this time.

NMexEA 21:07, 29 September 2012 (UTC)

And speaking of a challenge...

I long ago vowed never to take another Bar exam. I don't intend even to maintain a law license once I retire; I don't need it. My EA allows me to practice tax if I like.

But. There IS one Bar exam I'd like to take. Puerto Rico. The exam is in Spanish, both the multiple choice part and the essay questions but you can write the essay answers in English. I've also thought about taking the Navajo Bar Exam but you need a current member to sponsor you and I don't know any.

NMexEA 21:14, 29 September 2012 (UTC)


Hilarious! Thnx. CrowJD 14:25, 3 October 2012 (UTC)


Damn, my timing was just a tad slow.

Trillium 23:32, 5 October 2012 (UTC)

I remember..

...and I'm pretty sure I said thank you when you did as I felt quite honored. Belle 04:30, 15 October 2012 (UTC)

From Feb 11, 2009 :-)

 + == Thanks == 
 + Just went to my home page to find the discussion I started concerning incompetent preparers. 
 + Not sure I feel completely worthy; but I do appreciate the recognition. 

I DID thank you - whew, I was feeling like a jerk ! You know I think highly of you. Belle 04:58, 15 October 2012 (UTC)

nol and drake question

hey kevin

it was good to see you at the north carolina ea conference, enjoyed your presentations as always. I have a question for you involving drake and nols. I tried calling drake but they just werent understanding what i was asking them. When you have a nol carry forward amount in drake (an amount on the loss screen), you get this message in the notes section:

Values Showing on loss screen. Values from prior NOLS are showing on the LOSS screen. These values have been carried to line 21 of form 1040 with the description of NOL plus the amount. If you do not wish to use the full amount, go into the LOSS screen and enter a value in the "used in 2011" column.

and so if you do go in and enter an amount less than the full amount of NOL carry forward, it uses that amount. If you enter a 0 in the "used in 2011" column, then it doesnt use any of the nol carry forward. Now everything ive read on the subject seems to say that you have to show the full NOL carry forward on line 21 every year, even if you dont need it. You cant cherrypick years to use it and years not to, because you will possibly use up nol in years with no taxable income due to itemized deductions etc. Im no NOL expert so i wondered if you understand why Drake has this feature. thanks scott Scottycoyote 19:50, 16 October 2012 (UTC)


wow that was fast. Yeah i knew you used drake too so i was hoping youd have an answer. Yes that makes perfect sense to me.....although one of my preparers went in and limited the nol on a clients return after reading that message and it slipped out of here like that. Luckily there was no harm done and we corrected it this year, but it just got me wondering why the program was like that in the first place. Thanks Scottycoyote 20:07, 16 October 2012 (UTC)

Self directed IRA and Real Estate Referral

Hey Kevin,

Thanks for the responses last week. I don't feel comfortable enough in this area to help this client. Would you be interested in considering the referral?

Or recommending someone else who might be able to handle it?


Fsteincpa 15:46, 20 October 2012 (UTC)

What's wrong with a little

Risk. LOL. totally understand. That would be a bad thing.

Fsteincpa 20:38, 20 October 2012 (UTC)

1045 help

Hi Kevin I have to do a 1045 for a Sch C business. I find the instructions confusing and can't find my notes. I totally understand the law but don't remember which year goes in which column on the 1045. The NOL year is 2011 and I am taking it back as which year goes in which column?

I would appreciate an answer via my email ( and would love it if you could send me an example.. asap please.

My email is normally but I have been having problems with it lately.

Thanks in advance.

Great meeting you as well!

Had a great time at lunch! When you're back here, my treat. Same if I visit NC!

Tax Cout Bar Exam

I just wanted to tell you why I am so sure you passed. Evidence is not in general as complex a subject as it might appear. If you even understood the concept of impeachment (and you clearly do) your pen will have spilled out enough related principles to score the necessary points. If you had REALLY failed, you wouldn't even grasp the concepts well enough to explain how you failed. You'll see.

Now please don't mistake me here; evidence at some level CAN become intensely complex such as when dealing with shifting burdens of proof in the context of summary judgement motions or special burdens of proof in fraud or for punitive damages. I do a LOT of that kind of work right now. But I would be very surprised if even the TC Bar dealt with stuff like that. It would take the entire 60 minutes just to describe the issue and the law itself is not even in the evidence code.

One last thing: Some non-attorney USTCPs seem shy about actually trying a case. I understand that. 85% of civil lawyers feel the same way and it wasn't until I'd picked my fifth or sixth jury that I began to develop some confidence in myself. Nevertheless, I urge you not to take that attitude. The license is the license. You are just as well prepared to try a case in Tax Court as any new law grad. Probably better prepared. If you like, you can associate or at least consult a trial attorney for the first couple of cases but after that, I assure you that you will be just as capable in Tax Court as Clarence Darrow or Atticus Finch would be. Tax Court doesn't have juries. That makes things much more straightforward (though to me, less fun!)

Remember...throw a party. A BIG party! And charge a LOT for your services!

NMexEA 17:34, 15 November 2012 (UTC)


Congrats, just for putting in the effort and making it all the way through the exam. There's payoff from that already; if you passed, that's a bonus.

Trillium 23:10, 15 November 2012 (UTC)

Breath caught!

You are right - I should have not considered the banter as a personal attack. I was just not familiar with this person. If it would have come from you, well, I would have probably laughed and made some referral to the ass u me. Okay, better. Please if you can just remove my complaint to Tim's page - no need to call Chris out. Thanks - oh and hey, I just saw you are knowledgeable about international business. Would that include tax law? I may have some questions for you at some point...

You have a good understanding

Thanks for your patience tonight.

Kevin it sounds to me that for someone primarily learning through books, you have a good grip of the material. Better than I did when I was in law school.

I had a very hard time really understanding the civil procedure and evidence rules outside of actual practice. But I don't think they are making you learn Federal Civil Procedure too are they?

Probably not since it seems TC has it's own peculiar procedure. Continued good luck in this. You will pass if you can endure the b*ll, I have no doubt of it. CrowJD 03:21, 19 November 2012 (UTC)

Thanks Kev.

At least I know the article was published. Uncle SamUncle Sam 01:21, 20 November 2012 (UTC)

The long, long wait.

Kevin, a piece of advice?

Try and put it out of your mind. You passed, I'm sure of that, but until the letter shows up saying so, you will second-guess your answers every time you hear Crow or me or one of the other lawyers say something inane about summary judgment or hearsay exceptions. That's only a mild form of torture but the effects are cumulative and will tip you into a deep depression. Don't go there.

And resist the urge to buy an orange thong. First, it's too late. Second, such things don't look good on any man of full age, meaning past about 22 years old, or...(ahem) substantial physical stature. NMexEA 14:25, 21 November 2012 (UTC)

S-Corp Salary

Hi Kevin,

I don't deal with S-corps (except my own which I formed this year) so I thought I was properly educated with the courses I've taken. I was under the assumption that regardless whether you physically transfer the money, net profit after wages is considered distribution (aside from any return of contribution) being that this is a pass-through entity. IE, you can't just 'leave' net profit in the company without reporting it.

Not so???

Thanks, Joe Taxaway 03:49, 10 December 2012 (UTC)

Deleted because it was just too scary to think he was serious?

Mrtaxpro's question had several problematic areas, and posting it four times was clearly excessive (although sadly typical for this guy - though who am I to talk, I used "idential" to mean "identical" three times in a row...using copy/paste means my errors are, at the least, consistent).

However, between the two of us we've now managed to delete all 4 iterations. Was that your intent? Just checking.... - Trillium


I hadn't noticed that he'd tried to edit and messed that one up. I'd thought that all four were the same, but I had a hard time remembering which one I'd already looked at.

Your restoring and responding is probably the best bet... sorry it took me so long to respond, I ran out to the PO and decided to make a few stops on the way home!

Trillium 22:42, 10 December 2012 (UTC)


Hey, for my benefit, what was I misstating?

Because I do appreciate corrections, it's how I learn.

I guess my take was that clergy had income, reported as expense when, if qualified, should have been reported as income with offsetting expense, but not below zero.

Did I just state it incorrect on the post, or is my interpretation wrong?

As always, thanks

Fsteincpa 14:54, 11 December 2012 (UTC)


Now I have to go back and look.

Are you positive about the non taxable aspect? Because then if it was non-taxable and the clergy opted out of social security there would be no need to report anything at all.

Answering quickly, but will now review my clergy taxation information to be sure. And thankfully, I have no more clergy clients.

I also wrote response based on the fact that the income discussed was purely housing allowance income. All other taxable income was excluded because that was not part of the discussion.

Now I'm second guessing my decision to just message you, as this discussion could probably help others. lol.

Fsteincpa 17:33, 11 December 2012 (UTC)


Well many tax professionals get a lot of things wrong, it is the journey to correct those that help separate.

So, and I won't really review and search until I need to, but would I be correct then in my previous statement that if the clergy has opted out of social security that there would be no need to offset housing allowance income by housing allowance expense?

Fsteincpa 17:41, 11 December 2012 (UTC)

Forum award

I notice that Len Podolin doesn't have one???? He's a thousand time better than I am... what do you think?? Pink Pearl 14:04, 16 December 2012 (UTC)

I Should Have Called

Was up in your neck of the woods on Saturday, @ UNC-A. I should have called...

Ckenefick 14:35, 7 January 2013 (UTC)ckenefick

Well, clumsy oaf that I am... F/U on your point about "basic questions"

I just wrote a nuanced, meaningful, and carefully crafted response to your comment about sending the professional with a *basic* question directly to Pub 17 without anesthetic, but then I hit the wrong key one too many times and deleted the whole effing thing. This is why I should drink *beer* and not *coffee* - the coffee gets me all wound up and twitchy .. and .. and ..

Anyway, I think we need to remind the *long-winded* answerers that less hot air and more substance - or say you don't know - might could be our/their watchword during busy season.

I'm an offender in that regard, but I think I can remind myself frequently that not everyone has time to wallow in the mire. How can I remind *others* too?

Spell Czech

Spam images / Spell's note

I had thought that there might be less spam overall... it'd be great if they've stopped posting the images, in particular.

My reaction to Spell's question was a bit different than yours, as I (perhaps incorrectly) assumed he was referring to things such as a question coming in that is beyond Pub 17 or most people's search skills, but *is* able to be addressed fairly succinctly by someone who is "in the know" in a particular area. The person responding may well indicate assumptions they've made, or certain statements in the OP may lead to a particular response. It used to be that the discussion would just fade away once that response (or series of responses) had been received and the question seemed resolved.

For the past year or so, those discussions seem to end up with follow-up posts from the regular responders. They spin-off from of the main question and add complexities or hypotheticals - or introduce assumptions or facts different from those in the OP - that raise interesting tax questions with little to do with the OP's original question.

I guess there are several possible issues with this, such as:

  1. If there's limited time for the regulars to be responding to questions, then maybe it'd be better if they were responding to actual questions and not to the hypotheticals (but I'd bet the regulars can make that choice for themselves relatively successfully!).
  2. The spin-off discussion is probably over the OP's head (or would seem to be, given their participation history), and I wonder sometimes whether the OP is left trying to follow along, not realizing that the first two (or whatever) posts were really all that the OP needed to resolve the question as posted in the OP.
  3. Sometimes the spin-off happens before the OP has gotten resolution, in which case they're forever doomed.

But I have no solution, and really see no need to intervene unless it all gets out of hand and real tax-pro questions that can't be resolved via the search box are left unresolved. At worst, as you brought up yourself, the OP learns more than they actually needed.

And now I guess I have also drafted my response to spell, so I'll simply copy and paste over there.

Trillium 01:01, 14 January 2013 (UTC)


Didn't you say something about how if you deleted some (via your experiment the other day), they might come back and fill us back up with spam to the established level - whatever that may be? I wondered today if you may have been right... Hey, it's always worth a try!

Trillium 13:39, 16 January 2013 (UTC)


Ok, no problem. If I need to send an apology to someone, just let me know.

Ckenefick 20:35, 17 January 2013 (UTC)ckenefick

Article vs tax question

Woops! Thanks!!

I love cows.

They're yummy!

Yeah, I don't know what got into me last night... I was poking around for ways to find the old spam and came across Special:UncategorizedPages, which led me to quite a few of the spam articles (and old taxQ posted in the wrong place...three of which were Nshnider's - not counting the one of his from earlier this month). Once I found the list, it felt like they all had to be dealt with right then.

Ferreting out the spam user pages may take more creativity. But the spam stuff is now so prevalent - and wordy - that it's starting to come up in searches on tax topics. That's just not cool.

Did you know that you can hide all of my activity by clicking on the "Hide patrolled edits" option at the top of the recent changes page? I poked around and found that the other day when you started the cleanup effort (for me it hides your activity). Makes it a lot easier to see the other stuff that's going on.

Trillium 16:16, 19 January 2013 (UTC)


They probably have hordes of zombie computers available to send the spam through, thus getting around the IP blocks. I was actually wondering if it was even worth blocking all of the old spammernames, since they don't seem to be hindered by it (unless we manage to block before they've posted the spam - then they'd at least have to switch to a different name).

As to the captcha thing, apparently it's not as easy to implement as we'd think. Maybe the basic captcha is easy, but they can get around that (the same way they're getting around the math question we currently have). Some other tax site - I think it was the Intuit community, but I'm not 100% sure of that - recently tried to implement an advanced captcha system for posting questions, and the result was that none of the regular users could start discussions but the spammers were still doing it like crazy. So the spammers must have been using a back door, vs going through the usual steps. The equivalent here would be that nobody could even sign in - at least over there they could still respond to discussions. So perhaps we should be satisfied with status quo given that it could have been worse.

Last night, I deleted a bunch of usernames that were, themselves, spammy... my hope is that this might make those spammy "buy allegra" (etc.) names less searchable, and this attract fewer new spammers. But we know that those deleted names are still in existence (they're just shown as red on the user list), and will come right back to life if a new spammer comes back and starts an article titled "User:Buy Allegra." So again, I wonder if I'm just wasting time doing that. Hard to know.

Trillium 16:37, 20 January 2013 (UTC)

This guy, with his lack of tax knowledge and focus on "is this legal" ... is really getting to me.

Ty2433's post history

I thought had him penned in the accounting forum, but on his first discussion, Podolin encouraged him to range into the tax forum. Apparently for question 2, he felt empowered to do so, and I didn't want to deal with it over the weekend. And now question 3 arrives.

This may be along the same lines as the theoretical question Harry posed, in that maybe each tax pro answering questions can decide for him- or herself whether to waste time with this guy. But I feel like he's one of the people we're supposed to be protecting them from. How do you feel about it? I can ignore it (or try), if I should... but I'd be happier to see his questions in consQ, or the guy blocked altogether for exceeding the limits that I thought I'd made pretty clear from the start.

Trillium 01:57, 22 January 2013 (UTC)

Done. I wonder...

Actually, some of that stuff has been known to happen in investment banking/big stockbroker places...maybe he's the one who all this is happening to. And he does't have a tax advisor or lawyer of his own to consult, so....



They're using the site's tools against us.

Trillium 13:44, 22 January 2013 (UTC)

Deleting the page vs deleting the spam content

I think you mentioned something about deleting the page vs deleting the spam content, over the past few days...I managed to get myself a bit overbooked this week, and responding to things (and other basic niceties) seems to have been the first thing sacrificied.

Deleting outright is easier/faster. But I've generally* only deleted articles, and not user pages, because I know that the user page list continues to "hold" deleted user pages (in red font) and that they can be reactivated without much effort on the part of the user. Also, regular users who have had their accounts deleted, and then come back and use those accounts again later, have ended up with weird problems in their account, like not being able to see the user page by clicking on the username in a discussion, and problems with the user contribution history. So I have this feeling that the accounts come back as zombie accounts; like all zombies, best to be avoided. Articles can be regenerated, too, but they don't seem to act any different than the usual article pages.

The spammers seem to be posting articles that are titled as though they are user pages; they start out with "User:" and then the rest of the title. But the system sees those as regular old articles, as far as I can tell. For example, they don't go into the user list. So I delete those.

*I did delete a bunch of actual usernames over the weekend, because the usernames were spammy - the spam wasn't just in the content. Haven't seen any of those coming back yet....

It's all just a big, and probably avoidable, mess.

Trillium 02:38, 23 January 2013 (UTC)

Not sure it matters

The key is that the spam content is gone, in whatever way works...right?

Trillium 13:24, 23 January 2013 (UTC)


Well, I'm the one who ruined your'd selected a nice small portion of the spam to delete, to see what happened. And then that one night over the weekend, I just went wild finding more to do away with. If we'd done it little by little, they may not have noticed.

But I thought it was funny you should mention this today, as about an hour prior to receiving your note I'd had the thought that I was going to have to go back to handling the spam just once a day, at night. It got so bad there for a while that I wasn't even reading the actual questions - and that's the reason I'm here!

Anyway, I guess we just wait and see, and eventually we might have to go back to just letting it happen.

Trillium 02:34, 25 January 2013 (UTC)


Cool, I didn't know you could sort the user log that way. Let's give it another couple of days, see what happens.

Trillium 14:16, 25 January 2013 (UTC)

NCSEA Course

Thank for the info. 87% is impressive. Without wishing to put you on the spot, do you have a recommendation for an instructor? it's between Mele Perrego in Clayton and Lisa Eyrolles in Wake Forest.

I rarely send a message through this page, so hope it works


SumwunSumwun 15:44, 25 January 2013 (UTC)

I was hoping you'd say that...

Having read the instructor bio's, I was leaning towards Clayton. It has the advantage of being a shorter journey home, too. TYVM for your help.

TaxWorks employees posting here

How do you feel about that? So far, it's just one post, and not the defensive tone I might have expected: Discussion:Taxworks California efile-- anyone having success?.

But I am tempted to move that entire exchange onto the OP's talk page, and if Alex posts again, tell him to use talk pages for any further info he feels the need to convey.

Your thoughts?

Trillium 02:39, 3 February 2013 (UTC)

TaxWorks guy

It really wasn't a bad post overall. Took me a minute before I realized it wasn't just another TW user w/knowledge of the status. So - leaving it alone!

Trillium 17:54, 3 February 2013 (UTC)

I just want to thank you for your help and time.

Dan, CPA in Ohio

Hey... you around?

I wanna get rid of that copy of the idiotic ehow article that you copy/pasted onto the Bad Advice discussion, if you think it's served its purpose by now? Maybe just keep the article title in your post, for the intended clarification?

For one thing, it took me a while to get one of the posters on that discussion to stop copy/pasting long sections from his copyrighted tax references, so I really don't want to hear from him that Kevin did it, too, so it must be fine. And for another, I have always wondered if one of the two ways ehow makes its money is suing "copyright violators" (the other is all that bogus click-bait, like that very article, pushing up their advertising revenue)...

Trillium 04:28, 16 February 2013 (UTC)

Ah, even better!

All I had to do was go to bed and then accidentally sleep late, and... voila (including the imaginary accent mark thingy), it's fixed!

Thanks. Hope you are out from under all of those regulators by now.

Trillium 17:51, 16 February 2013 (UTC)

Kevin Johnston e-how contributor

Hi Kevin I did some research on e-how and could not find an email address for this idiot, nor could I find an email contact for e-how. This is the best I could do: Complaints.

Next time you are coming to Oahu, email me. I never made it to Vegas. The IRS has put their seminars on-line so I can now stay home and get my CPE's.

trust atty

Hi Kevin Do you know anyone on the board who is a trust attorney? I have some questions, not tax related, that I would like to ask. Laurataxea 22:47, 20 February 2013 (UTC)taxea 08:22, 20 February 2013 (UTC)


I hesitated over a few of the ones I blocked last night. Not nearly as obvious as the last group.

Trillium 15:22, 20 February 2013 (UTC)

Trust Atty

Thanks I will try Dennis

Acted too quickly (again)

Shouldn't have deleted Joe's third attempt to start a new discussion today - your response was all we needed. But since I deleted it (too quickly) I had to add a post to the end to bump it back to the forum index, temporarily.


Trillium 21:03, 24 February 2013 (UTC)


I feel sorry for Joe. I guess he's desperate to get his money back and/or be heard. But it all seems a little "off" to me. When I read the first one a couple of weeks back, I almost wondered if it had been posted simply so some positive stories would flow in, which had previously been the pattern. When they didn't, I figured I was wrong, and he did seem to react about as you'd expect to the suggestions he was getting about what to try instead.

But then he posted the whole thing over again, yesterday, and now the new discussions...

I feel like TA's being used here, somehow. Perhaps I'm a tad too sensitive about that, though.

Anyway, I shouldn't have deleted Joe's new NCI discussion before he might have had a chance to see your note.

Trillium 21:23, 24 February 2013 (UTC)

"follow instructions"

Your response is so much better. Why do I feel so constrained to act polite, when I'm not thinking it! (Maybe to give myself room to actually be impolite later, like the donuts+diet coke diet theory).

Trillium 17:41, 26 February 2013 (UTC)


What a crappy spammy morning. I guess we got back onto some list... have you even had a chance to work yet, today?


We'll never know

Maybe one of those DIYs we've chased away recently has a side business as a spammer? Thought it'd be fun to get all his/her spammer buddies to waste our time? More likely, it's just the spin of the wheel, or however they decide to assign tasks to the botnet.

At some point, we just let it all sit until the weekend, or middle of a sleepless night (except for the ones that post spam on the disussions, like that one you got rid of this morning).


FYI regarding a 2/28 post about an EA exam question

I think you may already be prohibited from responding to questions about the EA exam, but before you post at all on this one, check the guy's user page... seems he's using our input to try to develop a question bank (which he doesn't actually disclose in the discussion itself). I already left a note on Tax Writer's page, as this guy may actually be setting himself up as a competitor for her. Wonder if he has a commercial motive, or just a collector's motive. Tend to doubt the latter (but maybe it's not completely the former, either).

Direct link to his user page: User:Richardfulco.

Trillium 00:03, 1 March 2013 (UTC)

Send the request to Tim

I agree with you - the few new members who are tax pros are NOT searching the prior discussions, and 90% are spammers. Now, whether or not the spammers actually go through the standard account creation process is an open question... but it's worth finding out.

As to the SEE question thing - maybe it's just that it was yet another hypothetical/passing interest/not a client situation during busy season, or that he may well be trying to build a test bank for commercial purposes, and yet is using TA for free labor without mentioning that in the post... something about it just pinged my warning meter. Which, as we know, does experience false alarms. (Here's another one: DesertRat's user page, and now he says he's just starting out...odd.)

Debrief *is* a funny word.

Trillium 16:43, 1 March 2013 (UTC)


Thanks. BTW, is there such a thing as a Seuss chef?


I have just read your last few. You have outdone us all. Good stuff.


I was having some family time last night, so I never got the chance to respond. I thought your bust-a-rhymes impression was spot on. Good entertainment. Once it begins flowing, it just keeps flowing.

I may turn your rhymes into a rap song with my auto-rap app and re-post later. We'll see how it sounds.

Now, it's back to the grind. Enjoy your day sir.

Fsteincpa 13:07, 3 March 2013 (UTC)

Good call -

I decided against my "CPA can be an accountant, a tax pro, both, or neither - you need to tell us more" blurb (since I'm trying to be a nicer person today), and look what Steve ends up being - a CPA with no tax experience!

You and Chris made the right call asking for more info; wish I'd followed my initial instincts.

Hey, BTW, your Dr. Seussian poetry last night was REALLY great. That is a rare talent. You should do more and get published, create a little side business with a royalty stream to boost your retirement funds. (Surprised you chose me as a subject, though, since I set you up so nicely for a "dead horse" joke (here.)

Trillium 20:58, 3 March 2013 (UTC)

Wasn't wasted in general

I'm sure you caught the attention of a few people who hadn't even noticed the Dr Seuss discussion at that point. In fact, I think I'll add the link to it, because more people should be enjoying that thread while it lasts.

Trillium 21:11, 3 March 2013 (UTC)

Oooh, nice

Get him on a technicality! (Todd)

It irks me that nearly every time someone posts to complain about them, they get a chance to come in and use TA to host their copy/pasted references (on the other discussion) and testimonials (on the one today). I had been inclined to move all of that junk to his user page, and then edit the post to just refer to it.

Your idea gets the whole thing removed, which is even better. We have no obligation to provide "equal time" here. (I am mindful, though, that there were some strong opinions from people disagreeing with me, the last time I wanted to remove some of the NCI-people's BS. I think it was anarchrist or fred who told me that people are smart enough to see past it, and the mere fact that they keep posting here trying to overwhelm the naysayers actually shows how desperate they are, and provides some additional insight to those who are considering using them, and find these discussions. Or words to that effect. I dunno, it convinced me at the time....)

Trillium 18:43, 6 March 2013 (UTC)

Following pretty closely, isn't he?

However, I don't like the result (I say that while acknowledging we're stuck with it). All that testimonial spam. Yech.

Trillium 19:13, 6 March 2013 (UTC)

Practice management/business growth forum - rules are less defined

And generally not nearly as strict as over on the tax forum.

Read the end of - anyone have insights?, where I asked for feedback about pulling posts from people who haven't had some prior participation, and especially Anarchrist's response, and then let's reconvene (so to speak).

Trillium 19:18, 6 March 2013 (UTC)

Also -

Here's part of a post I left on Brucej's talk page, back when he was the one doing the spamming:

Also, this site isn't to be used for solicitation of business or driving traffic to your website. If you're participating on the discussion forums, it's fine to include your contact info and specialties on your user page, (your profile), and all of the users here know to click on your user name in any post if they want more info about you. However, any participation needs to be about the tax or practice management issues raised by the members, without any particular focus on your product/service.

IMO, we post that or something similar on Todd's page, and then pull all of the spammy stuff onto his user page, and let his minimalized posts stand.

Happy to ride along with your approach, though, too (as I see his post is already gone, as I was typing!). No problem either way.

Trillium 19:21, 6 March 2013 (UTC)

I have no problem with that

Like I said, I'm happy to ride along with your approach. I had been trying to figure out a way to get the spammy stuff out of the discussion, anyway, and your way does that (does it especially well, in fact). Let's see if anything more happens, from the spammers or from our own regulars.

Not to extend the madness, but he did post on the other NCI discussion, too....

Trillium 19:31, 6 March 2013 (UTC)

Ah-ha, you are correct again!

Sorry - I thought he'd been on both, but you're right, it was a prior contribution on the same one.

Trillium 19:41, 6 March 2013 (UTC)

I did the same

Honestly, I came across it while looking for something else, saw the page count, did the virtual "thump test" in my mind, and decided it certainly must be worth posting. It's bound to have something to help people who are struggling in this area, right?

And then I stuck a copy of the pdf into my "CPE" folder on the computer, for beach reading this summer.

If it makes it less daunting - that pdf includes not just COD but also HSA...

Trillium 23:51, 11 March 2013 (UTC)

Weren't you suggesting Bruce contribute some *original* material - not newsletter copies?

Anybody else posts copies of their newsletter or blog articles here, and that's spam. We point them to the advertising policies, which Bruce has already been given, and tell them to please update their user info and try responding directly (and concisely) to a few of the open questions on practice mgt.

Since you and he are having a dialogue about this, I will stay out, but FWIW I'd have deleted that discussion right away, under any other circumstances.

Trillium 18:38, 12 March 2013 (UTC)

Got an appointment, gotta run

You haven't posted to his spam discussion, yet: Discussion:Practice_Development_Tips_from_New_Clients_Inc.. But I see your point. More later.

Trillium 19:05, 12 March 2013 (UTC)


Correction to my e-mail from this morning - delete the phrase "and his last 2 paragraphs are new" (that was an inaccurate statement on my part).

BTW, the nice words about my behind-the-scenes contributions are appreciated. But I don't think it's correct to say I spend more time than you do; we both tend to go in phases depending on other responsibilities - I'll do a lot some days, but others I only pop in first thing and then late-night, and the same goes for you. And we tend to have slightly different things we focus on, which I think works well overall, makes us a good team.

Trillium 19:06, 13 March 2013 (UTC)

W7 question

Hi Kevin, wondering if you might have run across a situation before. I've researched it across Pub 519 and 972 and even called the Provider helpline at the IRS. I haven't received a solid answer, so I thought I'd see if you ran across it before.

I have a client who is on an H1B Visa and whose wife and daughter are on H4 Visas. They do not have SSN's or ITIN's but will be applying via W7 attached to the paper return. The hitch is that if I include the Child Tax Credit that I believe he will ultimately be entitled to, he gets a small refund. If I do not include the Child Tax Credit, he owes.

I'm trying to decide whether to file him with the Child Tax Credit and potentially face penalties and interest if his daughter's ITIN is refused for whatever reason...or...file it with an amount due and have him pay it, then amend once the ITIN's are completed.

I have no reason to believe that either will be denied. I'm thinking it will be better to write 'Applied' in the SSN field, file it with payment due and then amend once the ITIN is approved. It seems to me it will be safer that way for me.


Kevin thanks. Seems that I am charting almost new ground here. The pubs are pretty good, they just don't address how to file correctly given the W7. I guess given the uncertainty of dealing with the IRS, the safe play is to process the return without the Child Tax Credit and then amend.


It's supposed to be pi day

Not spam day! There seems to be no particular pattern to it, either - sometimes daytime, sometimes middle of the night, some days they ignore us (hooray), and some like today. Can't figure it out. Trillium

Dead Kitties

I hate cats. lol.

That is why I said, I know it's been discussed before. Corporate deadline is killing me. We're goodly buried this year and I wasn't concerned enough at the time to search, it just popped to my head due to a minor client issue that had me thinking about it.

Plus, I knew you'd be kind enough to answer.


Fsteincpa 21:31, 14 March 2013 (UTC)


Hi Kevin Did you see the final post I put up. I got an understandable answer from the Office of the Special Council.Laurataxea 09:08, 15 March 2013 (UTC)

Duane, Goodwin

I concur about blocking, etc., and your deletion of Goodwin's second Q... I just figured I'd follow-up with the std MoveDIY note, for Goodwin, at least, since he seemed likely to just come back and post again some other way.

Trillium 22:05, 15 March 2013 (UTC)

Any news yet?

From the Tax Court Bar exam?

I'm quite sure you passed of course but I'd like to be vindicated.

NMexEA 16:52, 19 March 2013 (UTC)

Awful, isn't it?

How long they make you wait, I mean?

One of my "bucket list" things to do before I die is to take the Puerto Rico Bar Exam. All Spanish and largely civil law as opposed to the common law I am trained to do. You ARE permitted to write your essay answers in English, otherwise I wouldn't even think of doing it. My written Spanish leaves a lot to be desired! But the essay questions and the entire multiple choice part is in Spanish only. Anyway, I was thinking about that and it reminded me of your own lonely vigil.

NMexEA 19:24, 19 March 2013 (UTC)


Sure, no problem. My response to the actual question you asked on my talk page is “yes and no”: yes if he’s a former CPA with any tax background, and no otherwise…

The main reason I posted to his talk page was that he was spouting off about bad responses, when a lot of that was due to (a) his question and (b) his sparse user info. I suggested he amend the user info, but he didn’t, so then I thought let’s add some additional incentive. It seems he’s ignored that, too, so I shouldn’t have bothered anyway.

Here’s my concern, and I am sure I am overly invested in this since I’m trying to protect the value of my own credential, so take that as given.

I am 80%+ sure he’s a CPA with no tax training or experience (I was pretty sure at first, and them my certainty increased when he declined to add any specifics to his user page about tax training/experience and just complained about professionalism here). He’s holding himself out as a CPA, and will likely carry misunderstood or partial info (or bad info based on his inaccurate statement of the situation) back to his clients and it’ll all get screwed up. Then, while what should happen is the client says – you know, not all CPAs have tax knowledge, and I should have asked about that at the beginning… what DOES happen, too frequently, is that they assume every CPA is the same, and so Lee is just yet another non-tax CPA tarring the credential of any CPAs who actually *do* get training and CPE in tax.

But hey, that’s a worse case scenario, right?

Trillium 04:09, 22 March 2013 (UTC)

The spammers keep coming back to the same posts

User:Wr5o5g43a1s Kevinh5 11:47, 22 March 2013 (UTC)


Your message this morning was very profound. And no, I'm not just giving you a hard time - you actually made me realize that the avoidance of cringing is, in fact, a factor in my decision process. Very interesting!

(I still see a distinction between someone trying to pass the RPRP - including being trained and/or doing study guides, and someone coming in w/a big credential and no tax training/CPE whatsoever. But I'll try to ignore the cringe factor from now on.)

Trillium 16:07, 22 March 2013 (UTC)


Has TaxEA ever gotten an answer right? Seriously.

Ckenefick 23:13, 28 March 2013 (UTC)ckenefick

Why you beating me up?

Come on Kevin, why you beating me up so much?

If you have a problem with me, please e-mail me at my private e-mail address. Let's work through this together.

Ckenefick 02:23, 29 March 2013 (UTC)TaxEA


Ok, it didn't work. I tried make it look like that last message was from TaxEA. I got one from her just like it a while back.


Ckenefick 02:25, 29 March 2013 (UTC)ckenefick

Thanks for the laugh

Nice phrasing!

There are gonna be some extras blocked like that, when we're tossing so many spammers each day.

Trillium 13:56, 1 April 2013 (UTC)

Two things

First, thanks for your 'closing' post on the Easter thread.

Two, I have an S corp in 20 states, NC is one, and want to confirm what I seem to be seeing as I do the shareholder's personal NC return. It looks like there's a 100k exemption. Specifically on the lower section of page 2, it's called Adjustment for net business income that is not considered passive income. 50k for husband and 50k for wife. Which wipes out the income/tax on the NC portion of the income. Or is this too good to be true? thanks, Jeff

Welcome to the profession!

You might not be a "lawyer" but you are most assuredly an "attorney". Congratulations! I am so looking forward to hearing about your first Tax Court appearances. If there is anything you'd like to ask about evidence or such like you are welcome to e mail me at (unless you can find a COMPETENT person to ask!)

One thing, though...don't be afraid to do this. The Tax Court says you are competent to represent clients before it. They know what they are about. You will be great!

NMexEA 17:25, 5 April 2013 (UTC)

You are welcome - you definitely earned this achievement

I had been waiting anxiously for your results, too - had the date marked in my calendar when the results were due out, etc. I am sure I was not as anxious as you were, obviously, but I am thrilled for you now!

Trillium 16:56, 7 April 2013 (UTC)

Love Your Conversation

Kevin, you sent me a message saying, "Love Your Conversation," but then you stopped it. Why? RexT2013 19:44, 7 April 2013 (UTC)


Ah, man. That discussion was just getting good!

I'll go ahead and start another post, as you suggest, it will be titled, "In T.A. Discussions, Do Not Bring Up Words Spoken and/or Written by IRS Personnel Since Taxpayers Cannot Rely on Them, Thus Rendering Them Irrelevant and Meaningless."


Ckenefick 19:49, 7 April 2013 (UTC)ckenefick


Not heated by my standards...but if you say so...

Agreed that RexT has some good insights - *usually* well-thought out responses.

Ckenefick 19:58, 7 April 2013 (UTC)ckenefick

Bracket Creep can just read the first 2 words of the new title... know how HE will read into that! <grin>

Trillium 01:07, 9 April 2013 (UTC)

oh, no!

Open heart surgery? Yikes. I hope all goes well; keep me posted if you need anything I can provide from hours away....

Trillium 23:45, 10 April 2013 (UTC)

Hi Kevin you wrote n as a reply to my post? any response. I have read where it says show the rental income and other places it says nothing needs to happen till sale is complete. thanks

But when did Polly post as Joshua?

I can't see it?

Trillium 03:20, 24 April 2013 (UTC)


I know no copyrights. the page has the magazine header. I guess I will just search for it again and get the url. Thanks. By the way, are you having a tough season you seem kind of testy with your posts. Are you okay? The difference is really noticeable.

hang in there

Having hung around this forum for so long I kinda feel like I know you. You hae been helpful to me. Didn't mean to be nosey, just a bit concerned for your well-being Sorry for the added stress. I hope all goes well with your partner. Laurataxea 12:11, 24 April 2013 (UTC)

Personal Roth/solo Roth 401(k)

Kevin, Thank you very much for your response to my question about using the same earned income to contribute to both a personal Roth and a solo Roth 401(k).

I am just curious: Do you still feel that a double contribution is improper?

I don't think it is allowable. It just doesn't seem possible to me that there is nothing in the Code that prohibits contributing to a personal Roth and solo Roth 401(k)using the same earned income.

I have a lot at stake on this issue, and really appreciate your input.

Thank you again!

Thank You!

Thank you, Kevin, for all of your input regarding the Roth/Roth 401(k) contribution limit. I can't believe that Congress intended to allow a personal Roth and solo 401(k) Roth on the same earned income. But I sure can't find anything to support that belief. --Wscsac 22:41, 28 April 2013 (UTC)

I agree with your diet

The higher protein and healthy oil will make you feel satisfied and will result in a much slower increase in your insulin after eating. Also, since it digests more slowly you are much less likely to overeat at lunch.

Kraft makes an oil oil mayo by the way.

Also, find a list of the low glycemic carbohydrates, and steer yourself in that direction when possible when it comes to your starches and vegetables.

Watch your salt when possible.

Good luck! PollyAdler 05:03, 30 April 2013 (UTC)


Hey Kevin,

Hope you are doing well.

I have 5 free uses of Gruntworks but did not use any during tax season. I may do so with the few extensions I have. If so, I will let you know my thoughts on the product.

I see there are a lot of accounting and tax practices for sale in North Carolina. Are you buying or selling? While my wife and I are interested in moving south (Asheville area seems to be in our conversation a lot), I am not sure if I want to jump in and buy a practice right away. But if I knew someone buying or expanding and looking for an experienced person to run it, that could be very enticing.

Our Memorial baseball tournament this spring was SNOWED out. The following weekend was sunny and 70's. Michigan has had a very unusual spring this year. Potential frost this coming weekend.

Jeff Rochester, CPA (517) 881-0881

Tax basis of gifted property where donor dies within 3 years of gift

Thanks for your response on my query regarding property basis (gift followed by death within 3 year period). You agree essentially with my readings and other CPA's I've queried regarding this issue. The attorney that filed the 709 used an alternate valuation method in order to avoid gift tax (although, I don't know why since it would have been exempt anyway), but I think that it was possibly not handled completely correctly. I am most likely going to use the FMV at the date of death since that was determined by appraisal and inheritance tax was paid on that basis. (No gift tax paid on the gift since it fell under the lifetime estate exemption.)

Thanks again.

All in a day's work for the Czecher

But you're okay; you're nowhere near the IRS spokesperson/lawyer/woman [I-think-her-name-was-Lerner?] who couldn't get a quarter of 300 to be 75, because she's a lawyer not an accountant...!

Spell Czech

That's what the good life is really about.

I tell young people in relationships you are there for the good times AND the bad times, and I'm sure you agree with me; you would have it no other way and he's lucky to have you.

I saw a medical article recently (had nothing to do with the heart) but it was on the subject of these sudden rushes to surgery. If I run across it I'll send it to you later.

Hang in there and I hope the situation for him (and you) continues to improve as I'm sure it will. Crow. Gazoo 01:32, 14 May 2013 (UTC)

There are professional services

Kevin, I don't know the exact situation with the bills, but there are professional services that are expert on how these hospital and doctor bills are padded and they can work out a reduction in some cases. I can tell you from my days of collecting medical debt that the bills are untrustworthy, but I'm sure you know that. I would not be in any hurry to pay the 50k at any rate. Continued good luck. As you know, surgery and anaesthesia are a deep shock to the system and he won't be his old self for a while, but he'll come around. In the meantime, he will regress to the "need to be mothered & test limits stage" which you will have to endure. He'll come out of it fine. Take care and my thoughts are with you. Crow Gazoo

My mother

My mother (yes she is still alive) had a heart mishap last year and it really, really wore me out between trips to the hospital and trying to take care of my own business. Then on the top of it I got constant calls from relatives and friends asking about the situation. They were trying to be helpful but they also wore me out. I should also mention that my mother can't hear well and even if she did hear she wouldn't really understand what the doctor was saying. <Sigh> I was a wreck by the time everything stabilized. :) Good luck! Don't go completely crazy in the meantime, it will all turn out fine and don't rush anything. Take care. Gazoo 01:54, 14 May 2013 (UTC)


The post about your father was revealing...then the one about tending to personal matters for the last I jumped to your discussion page.

It appears a loved one has undergone heart surgery. I wish this person, who I believe is your partner, a quick and speedy recovery. (And I also wish that he would be a good patient and do as you tell him to do).

My father was a great father. I lost him on April 7th (or 8th, still not sure. But either way not real good tax season timing. LOL). He was stubborn and refused to undergo heart valve surgery that would have saved him, quite easily actually. We had a great relationship and I was honored to give the eulogy at his memorial service on April 17th.

Sad, for sure. But I am glad for you, and for your partner, that he has been offered another day and has accepted the offer. And, I hope that it is many days and many years to come.

Ckenefick 16:01, 14 May 2013 (UTC)ckenefick


It's gotta be the meds. Hang in there...

I'm glad he was brave enough to have the surgery. It will be tough for a while, but it will get better.

Ckenefick 23:38, 14 May 2013 (UTC)ckenefick

I'm hoping this might be a good sign

And it's a different kind of spam this week, too. Odd all around.

Adding: oh, the reason it could be a good sign? Maybe the "pro" spammers have given up on the site, and now we're on some list of sites for people who leave the bland little "I spam from home and here's my blog" type of spam posts? Could that be a good thing?

Trillium 12:54, 24 May 2013 (UTC)

Yeah, I have to concur about the spammers

Especially as the "pro" spammers who do a bunch of spam pages each are slipping back in, too. I blocked a few who had already posted 20+ new spam pages, just to stop that particular one, but deleting is just taking too much time. Same with blocking the ones that seem to be one-off spammers, I guess.

What a shame, though!!

Trillium 19:41, 24 May 2013 (UTC)

Gotcha. Already updated!

Same sex tax pro in Raleigh, NC?

Hi Kevin,

I've received an email from someone looking for a tax pro familiar with same sex issues in Raleigh. I seem to recall you are in NC, but I'm not sure where. Are you interested?

Joan McHugh, CPA Joanmcq 12:48, 11 June 2013 (UTC)

I'm probably neglecting some real-life stuff, too

But for me, the spam removal is a mindless thing, good for winding down, or for first thing in the morning when I can't really think much anyway. Today, it's more of a procrastination thing. I'm *supposed* to be working, but I have a second computer open to the right with the internet tempting me every time the work stuff hits a snag.

Trillium 02:28, 17 June 2013 (UTC)

I know it, but...

...I don't always consider the implications. Usually there's more traffic and somebody else will have posted and added to the post count, and plus I'm so used to posting via "edit" that I forget to be a normal person when responding to discussions. Thx for the good reminder! Trillium

What Kind of Board are you Monitoring?

I came to this board years ago as a result of attending a free Quickbooks seminar and was given this address at the end of the program.

It took a couple of years to finally come to a truce between the tax pros and non-pros as a result of a couple of suggestions I made to Tim Doyle on how to modify the program.

I'm now finding that a few characters seem to dominate the Chat forum with continuous posts of extremely controversial subjects on touchy subjects like religion, politics, morality, without regard to the fact that each of us comes from a different social background and may be offended by the remarks made because it conflicts with theirs-as innocent and undirected to any specific people as it is probably intended.

I've already written to Trillium who admits that it exists but in essence told me "It's not my job - I'm only a volunteer".

A couple of years ago - an NAEA member who posts on the NAEA board occasionally remarked that he came here and was quite turned off at the demeanor of the level of professionalism displayed - and never came back here.

While it may be cute for Gazoo and Polly Adler to continue with their tirades of supermarket tabloid subjects with which to post - I for one am deeply offended by it - even though it's not directed to me personally - it makes me feel unwelcome to this board.

Since viewing the site is unrestricted - just think what outsiders would think of this place - when they see what's posted on Chat. Just because it's not tax related doesn't mean that the posts can be unrestricted and unlimited in content. Uncle SamUncle Sam 13:13, 24 June 2013 (UTC)


Hello Kevin,

My apologies for the unprofessional speak sir. I do respect your opinion and will pick my battles wisely next time, sometimes I let emotion override intellect and common courtesy.

Say, I do have a question for you sir at your leisure. I see that you are licensed as a USTCP, congrats on the designation by the way, so I know you would know how to answer. What software/tax research service would you recommend to use for tax research? I have used RIA with Drake and that seemed to work just fine but they have discontinued this free program. I want to have the ability to seek answers quickly with multiple resources (tax court decisions, IRC, RR, etc).

Thanks in advance for any advice you can offer sir.

After Snowden

After the Snowden incident, I had already begun to make plans to leave this site and others that I belong to.

I've said all I've wanted to say here anyway, and I don't want to bore people further. Plus I'm getting a bit bored with it myself. I feel sorry for you guys who are in the industry though.

These sites are designed to be like fly paper and we are the flies. Once they have us trapped we are used to sell goods and services and when they are thru with us, they pass us on for the government to milk us for all we're worth too. I really don't think it was intentional at the beginning, but now everyone wants a piece of our data (i.e. "us"), and a great experiment in openness has come to an end. I hope it's temporary and we get it fixed as a nation, but I'm not optimistic at the moment. Gazoo 01:28, 2 July 2013 (UTC)

How is North Carolina?

Hi Kevin,

Hope all is well for you. I am out searching for my next career location. Western North Caroline/eastern Tennessee are looking like good places. A CPA in NC is trying to split off about half his practice (approximately $500k). From the information I have gathered, he is approximately 1 hour from Charlotte and Ashville. The broker is not being overly helpful. Anybody you may have heard about? I have been searching the sites like PAS for firms available, but I think getting closer to the local market would provide more, and better, results. If you know of anything, please give me a shout. Thanks.

Jeff (517) 881-0881

Should this be posted? If so, feel free to do so

K5, I am retired, so this is of little or no consequence to me. Other TA pros may find it very interesting. It is sensitive, as it is very critical of Intuit. Podolin 21:57, 3 July 2013 (UTC)


K5, when I sent you that last link, I had not read it. It is blatant advertising, and prob. not appropriate for TA. Podolin 00:55, 4 July 2013 (UTC)

LLC entity change (Form 8832) tax reporting

In the first year of the LLC reporting as a C corp(Form 1120) after previously reporting as a partnership (Form 1065), how does the undistributed previously taxed earnings in the partners' basis show on Form 1120 so that in subsequent years when distributions are taken by the members these distributions are not considered taxable in the year(s) the distribution(s) are taken? Also how are these distributions best reported on Form 1120? Does this work like an "accumulated adjustments account" (AAA) in a S corporation? If so explain any differences? Thank you, MMs



Check out the layout I use for my website. If you are just beginning with them, my one word of possible change before you have too many clients using it is the portal. I am not a big fan of the site's built in client portal. If you wish to use a portal, test drive a few and then you can have the other portal replace theirs.

I still use their portal, but I don't like it and the tracking capabilities are not good. As for the company itself, they are and have been very good for us. I pay the extra fee so that I just tell them what to do and they do the changes. I don't wish to web design.

Mine is bqtaxpro dot com

Fsteincpa 04:11, 24 July 2013 (UTC)

USTCP category


I was delighted to see you add your latest accomplishment to your page but then I thought that you should go ahead and create the category. Then I realized that it might be a pretty lonely place...

NMexEA 21:28, 24 July 2013 (UTC)

Hi Kevin,

You asked on the board about our success in attracting same-sex couples to our practice. Yes, we've had a good deal of success in that sphere -- indeed, I'd say that maybe in our first years the GLBT community really helped make our business thrive.

Oddly, neither Amy nor I are gay. But we each had unique reasons for being very supportive of that community. In my case, one of my best friends in college, a guy who was just an incredibly decent and delightful human being, was gay. When I learned all the suffering he'd endured growing up, it made me steaming angry. Indeed, only once he arrived at UC Santa Barbara was he able to live without almost daily abuse. Since then I've not always been as sensitive as I should have been, but nonetheless have resolutely thought myself a supporter in general. Amy has her own set of reasons.

So when we went into business, we joined the local Portland Business Alliance, which is the GLBT business group, to show our support. We thought it similar to buying an ad in the high school or church paper that you doubt will pay off, but seems the right thing to do. That membership included, for a modest additional cost, a small display ad in the Gay Yellow Pages. That's what it took. Well, that and being very genuinely non-judgmental and respectful, something the clients pick up on pretty intuitively. It will perhaps surprise you that in this day and age there are a few preparers even in "progressive" areas who are actually offensive or abusive toward gay clients. More common are those who are steadfastly "neutral," but at some level (maybe completely subliminal level) project distaste or disapproval, which the clients figure out. The fundamental key to getting and keeping the gay market is genuine respect. Simplest thing in the world, really.

When RDP situations first arose we made a point to learn the rules. It's not clear how the recent Supreme Court ruling will affect Oregon returns because the state only has RDP provisions, not actual marriage, so we may continue doing these RDP returns next season and beyond. They are labor intensive, although only once in awhile genuinely puzzling. Interestingly, we now pick up more straight, non-married couples than I'd have expected. For them, allocation of Sch. A deductions as well as designee income issues crop up all the time, and our experience with the RDP rules help us with those.

Although less common now, a few years ago clients often told us that preparers at the chains, and even at independent firms, were completely baffled about how to do an RDP return. We certainly had to fix quite a few of them.

Hope this helps. And, thanks for your input on my recent question, and on so many others over the years.

Best, Roger Keeling PDXTaxman 17:45, 15 August 2013 (UTC)


I think if I hadn't gone in to make the USTCP link work, I might not have noticed that there's a template involved too. It appears that "Louie" blanked it out accidentally... I guess... so I just reverted his edit and it magically reappeared!

That's the kind of edit we would have noticed right away before the spammers ruined the efficiency of the 'recent changes' page.

Trillium 01:11, 16 August 2013 (UTC)

He's back

Thank you for the note. That is good news. You have the inside track on those IP addresses so you would know.

I will have to post a debt cancellation question so that I can fish him out (since you did not give me a clue). I always like a good mystery to solve.

Do you know what ever happened to Riley?

--Wiles 23:01, 30 August 2013 (UTC)

Thank you

Above everyone else, I have always appreciated your input the most. I'm sure that I am not alone in saying that.

Yeah, because he waited out the 2-hour block and started back up again

I'm trying another temporary block, but I doubt this one will be effective in curbing his behavior, either. Last time he was at this, he got a hold of my e-mail address somehow, and started sending complaint on top of complaint, claiming that since he was the author it didn't matter whether or not the publication waived their copyright (I note that tune has changed, as he's now putting notes on the spam that the publisher has allowed republishing - not that that means they'd allow spamming it all over the internet, but perhaps some would). He's also been spamming that email address ever since with facebook junk, links, other complaints.

One thing he said last time was that the only reason he was posting here was because one of our long-time and valued, well-known members advised him to. He thought that automatically gave him a waiver on the copyright and advertising policies, although obviously that's not gonna fly. But I would have been interested to know what actually was suggested. (a) hey, you should spam my favorite tax site, or (b) you might enjoy this site, and could - in a line or two - address some of the questions that are in your wheelhouse.

Trillium 02:36, 18 September 2013 (UTC)


Kevin, I have looked and can not find. Do you have schedule of CPE you teach? (2013-2014)

Thanks: Phil Moody.

Coaching ?

Hey Kevin, I just walked out of a Rainmaker Class with a local business coach in which I had the amazing revelation that my business model is all wrong In terms of profitability and processing! I would love to talk with you to see how I can change my pricing and services portfolio. It's been all about bookkeeping and taxes but I am wanting to begin building a higher value service ie, tax resolution...?...and don't know where to begin. When might you be available by phone over the next 48 hours, and what would you charge for coaching? Thanks Anchorman 16:49, 23 September 2013 (UTC)Anchorman. Jim Flauaus. 757-353-8797 (cell) Sent from my iPhone

Coaching ?

Hey Kevin, I just walked out of a Rainmaker Class with a local business coach in which I had the amazing revelation that my business model is all wrong In terms of profitability and processing! I would love to talk with you to see how I can change my pricing and services portfolio. It's been all about bookkeeping and taxes but I am wanting to begin building a higher value service ie, tax resolution...?...and don't know where to begin. When might you be available by phone over the next 48 hours, and what would you charge for coaching? Thanks Anchorman 16:50, 23 September 2013 (UTC)Anchorman. Jim Flauaus. 757-353-8797 (cell) Sent from my iPhone

doma/health insurance

Thanks Kevin.

Much appreciated, ZL

I thought you might appreciate this

Kevin, I don't know if you have seen these quotes before, but I ran across the first one tonight while reading one of the Linux system magazines at Barnes & Noble.

It's said to be an old internet adage: "If it's free, you are not the client, you are the product."

I traced it down. I think the original "adage" was: "If you get something for free on the internet, you are not the customer, you are the product."

Nowdays, even if you pay to be somewhere on the internet, or pay for services or goods, you are still the product. You are the thing they really want to package and sell.

I posted this tonight on the Bus. growth page, but I didn't know if you'd see it or not.

The quote in bold is the one I saw. It's amazing how you can be a member of an internet community and communicate good information (as you do and did) thinking that you are helping others, whereas in actuality YOU are the product! Crazy world we live in. H.D. Freifunk 03:45, 3 October 2013 (UTC)


I have now committed that quote to memory. Now when I go (anywhere) on the internet, I consider myself the product and try to keep that fact in the forefront of my mind. Take care. H.D. Freifunk 15:24, 3 October 2013 (UTC)

Thanks Kevin for your help.

Diane Martin EA

Dusty2004 - copy of letter to mail to clients


I am in the process of purchasing a CPA's practice and I wondered if you would be willing to give me a copy of a letter that would be appropriate to send to the retiring CPA's clients?


Jerry (Dusty2004)

Your response to unused NOL

Hi - Can you tell me where I can find authority for this unused NOL going to the grave with the client? I've been looking and must be missing it.

Banner Ad

Hey Kevin,

I just wanted to let you know, I saw a banner ad for your firm on a Yahoo site! Is that cost effective for you? Do you know how much business you have received from it? I just started my own firm in January of this year, so I am still learning what does and does not work in terms of marketing. Thanks for your time!


Hope all is well. Thanks for your kind words that you mised me (months ago..just found the thread). Happy Holidays Belle 07:51, 6 December 2013 (UTC)

User Name

Thanks, Kevin, for your concern and all your efforts. I'm fine with just being Nilodop. Nilodop 21:51, 13 January 2014 (UTC)

Thanks for your help with everything

Just saw your comment about nol vs carry over in my nol/charitable contribution thread. I didn't clarify at the beginning and should have. You are correct in that I meant carry overs, not current year nol. Thanks again!

This is the only thing I have for "off-forum" contacts:

But I don't think that's what you are getting at - so I guess the answer is nope.

How the hell are you? Did you ever sell your house? I'm attempting to participate around here a bit more - life is stabilizing a bit. Good luck with the upcoming madness - are you doing that many returns or are you concentrating on the representation side of the equation? Belle 06:51, 23 January 2014 (UTC)

Someone wants back into TA's good graces

This person posted on another forum that they are locked out of TA; can you help them out? Thanks. Hope all is well with you, and that the season is going along just fine! Belle 21:40, 22 February 2014 (UTC)

I'll take care of it..

And thanks ! Belle 22:11, 22 February 2014 (UTC)

More help ?

He deleted the posts of others...but maybe justified? Sounds like it would have been better if you hadn't reinstated his posting privileges <w>. I'll leave the decision making in your capable hands!_Unpaid_fees_-_request_for_work_product,_what_to_do%3F&diff=2744669&oldid=2744666

Why me  ?!?!

Aatop is bugging me on the other forum; realizes he p.o'd the TA posting gods <w>. And doesn't understand why he can't communicate with you - now I see you've blocked him. Does that mean he can't even view his discussion page? I did post a link to your discussion page on his page. I think he's just clueless about the rules & regs. TIA Belle 01:45, 24 February 2014 (UTC)

I seem to have become the go-between :-)

A couple of requests for the keys to the executive bathroom, from another locale:



You get to make the call as to their worthiness....

Thanks 20:53, 26 February 2014 (UTC)

Another one requesting reinstatement...


Thanks for your help. Belle 20:07, 4 March 2014 (UTC)

Another one...

Should I bug Trillium, or Tim instead of you?


Thanks Belle 21:04, 5 March 2014 (UTC)

Thanks Kevin!

Hi Kevin. Thank you, it appears I am no longer locked out of TaxAlmanac. Middle of tax season, it was nice of you to take time to help me. Thanks again!

-- Roger Keeling

Personal tools