User talk:Fsteincpa
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| Revision as of 01:19, 2 July 2009 Skassel (Talk | contribs) (By the background in your picture, looks like you were at SB XXXV) ← Previous diff |
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| I am a diehard Baltimore fan despite the fact that I have lived in Northern California for 24 years. It's Ravens all the way. I'm not upset that you got Ryan...he deserved the job, but I was not happy to see Bart Scott go. | I am a diehard Baltimore fan despite the fact that I have lived in Northern California for 24 years. It's Ravens all the way. I'm not upset that you got Ryan...he deserved the job, but I was not happy to see Bart Scott go. | ||
| [[User:Skassel|Skassel]] 20:19, 1 July 2009 (CDT) | [[User:Skassel|Skassel]] 20:19, 1 July 2009 (CDT) | ||
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| + | == Copier == | ||
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| + | Didn't know if I could post this | ||
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| + | re: printers here is what I found, find out the cost of the replacement toner prior to purchase, but I have had go luck with Cannon, used to buy only HP, | ||
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| + | hope all is well | ||
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| + | [[http://www.usa.canon.com/app/pdf/Promotions/D480_NMIR_083009-092609.pdf]] | ||
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| + | [[http://www.usa.canon.com/consumer/controller?act=ModelInfoAct&fcategoryid=239&modelid=17451]] | ||
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| + | [[User:TexCPA|TexCPA]] 12:36, 9 September 2009 (CDT) | ||
Revision as of 17:36, 9 September 2009
This page is where you can leave a message for Fsteincpa. Fsteincpa 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 Fsteincpa, this is your page. Feel free to edit your discussion page to add or remove anything you'd like.
Preparer's control sheet
Fred - If you leave me your email address - I will send you the fiel and then we can go back in and edit the talk and delete your email address - I do not know how to email to your user name.
990
Hello Fstein,
I am preparing my first 990 on my own. Can I have a 15 minute phone conversation with you for some of my questions. I have worked on 990s as an auditor but need a few questions answered. My number is 703-553-1099. You can give me a call or I can call you if you leave me your number.
Thanks and take care,
Brian
Multi national question
Feel free to bounce some questions off me :)
Sandysea
Hey Fred!
It has been a hectic day but I got your message and I will be glad to help you if I can. Could you please shoot me an email so I can add your name to my address book? It is sandy@sandyseacs.com
I will be glad to help answer your questions on the UK taxation to my best ability. I am certainly ready for a respite from the mundane....
I will try to send an email to you but in the event it does not arrive; I have a ton to send this evening, please do send me something and I promise to respond!!
Sandysea
Letter to remove paid preparer
Fred- I would really like to see the letter you use to remove oyyurself as paid preparer. I have a couple of clients that need a little jolt. My email is barry@greatbendcpa.com
Thanks for your help- Barry
Cobleskill
Fred,
I am the Cobleskill grad and former Albany resident. Having grown up in the area I still have a lot of family and friends residing in the Albany area. Most mail me thier stuff and we complete long distance. However since I started my career/business in San Diego and did no tax work in NY I would love to have someone I could refer the more complex returns to (Corps, Farmers, SE etc....). Would you be interested in these referrals?
Can you provide me some referrals for other professional - attorney's (trust & Estate), financial planners, insurance etc. My folks are getting older and have set up a trust but they have little knowledge or experience and I can't give them a recommendation. I don't know or trust the people they found in the yellow pages.
On a side note my Aunt and Uncle owned Borelli's for many years, good memories. Lastly and as strange as it may be, is Pizza Shack still in business?
Thanks
Kyle Kodra
MasterBuilder
Maybe you can help me with something. I am checking the work of one of my client's bookkeepers. It would be really helpful if I could search transactions (particularly $ amounts) with a "find" function similar to the find in QBs. Do you know if this is do-able in MasterBuilder? If so, how do I do it?Natalie 15:49, 7 December 2007 (CST)Natalie
Linux
I am sorry but what is Linux? Is that part of the apple software?
NYS
Fred,
Kyle again, the only cobleskill grad wearing shorts right now.
I have a nys problem with a client of mine. He worked in NY (in the city) for three months and then moved to Boston for the remainder of the year.
W-2 He earned $38282 in 2006
NYS $38282 Box 16 NY W/H $551 City wages $12274 (this is all he earned in NY) City W/h $332
Mass $26007 Mass W/h $1319
In theory you would think he was a NY resident the entire year and or worked in NY the entire year but he was clearly a part year/part year individual.
Through Lacerte I have NY taxing $38282 and MA taxing $26007, no credit for other state etc Seems to be double tax by the states, employer stated NY taxes you on the entire year whether or not you worked or lived in the NY.
Is this correct?
My folks (still in Albany) need a good trust attorney can you refer one or two to me? I had them set one up about ten years ago, but I would like to get it reviewed as they are declining fast.
Thanks
Kyle kylekodra@taxrescue911.com
Editing pages
I saw your post in which you mentioned you didn't know how to edit pages. It's really very simple. All you have to do is make sure your at the top of the page then click on "edit this page." You have to make sure you keep all of the formatting, otherwise you'll get words out of the lines, etc. Natalie 13:49, 18 January 2008 (CST)Natalie
Feeling better
I'm glad to see you back on TA. I hope you're feeling better. Natalie 15:48, 3 February 2008 (CST)Natalie
I'm glad to hear it's warming up on your side, too, and glad you're feeling better! Thanks for the info on the potential MB resource. Natalie 14:02, 4 February 2008 (CST)Natalie
HKLennon
Hi Fstein,
I truly appreciate your time and whatever advise you could share!
I have been thinking about opening a small sandwich shop/cafe where I could serve a few of my mom's recipes. 5-10 years down the road, i'd like to expand that operation to a full menu restaurant, if things work out. I've started writing a business plan a month ago, but I really do not know where to start!
I'm always entertaining friends and family and they all seem to REALLY love what I have to offer, and I enjoy it so much. I love being creative, I love cooking, and I love entertaining. The only reason I'm doing this accounting thing is because that's what I studied in college. That's it. Anyway, It's all mediterranean recipes and competition is almost non existent (suburbs of Dallas, TX). Now I know that passion for cooking could be fun when it's done in my leisure time but it could be completely different when it becomes the source of my livelihood! I've heard about the stress, long hours, risks, dealing with customers, which seemed to deter me for a while from proceeding with this project. However, I know down deep inside that this is what I'd like to do. This is where I see myself 5 and 10 years down the road, not ina tax/accounting office!
I am married with a 10 old month baby, and my wife has a great job that is our primary source of income!
Let me stop here, because I have a lot of questions and concerns, and I can't seem to gather my thoughts properly. But I'd like first to hear about your experience and what you have to say!
Once again, thank you so much for your help and time
My email address is hnakhleh@gmail.com
HRB spreadsheet
Hi Fred, Just sent the spreadsheet to you.
I'm curious (after your post to me)about the practice you purchased, if you're in the mood to share. How large was it (# of individuals, # entities etc) and how many have you lost due to those price increases you mentioned?
I've slowly built my practice thru referrals mainly; I know I underbill based on "value" (I seldom have to write anything down tho)and struggle with bumping the fee on clients I've had for a while.
You did see those spreadsheets Kevin posted yesterday? I downloaded them, but have had a chance to really look at them yet.
Appreciate an answer when/if you have a moment....to my email address if that's better for you.
Thanks
Belle 10:28, 2 March 2008 (CST)
Your practice
Hi Fred
This is Matt from Charlotte NC , originally from NY. went to school in upstate.(Southparkcpa).
When I read you did 800 returns, that is incredible!
How's that going?
feel free to email me at Southparkcpa@..........
the break helps stop spam
Yahoo.com
Happy Returns
CA Sale Tax
Apologies for the delay, I haven't had time to get on my comp in the last couple of days. I don't use comp at work for personal stuff since the company watches the net.
I've been mostly involved in restaurant/hospitality sales tax issues, so just off the top of my head, I can only point you to CA BOE Pub 68.
TheTinCook 02:12, 13 March 2008 (CDT)
changing headers - W/C q
Hey Fred, when you want to change the discussion title, all you have to do is click the "move" tab and make the change. You don't need to create a new post. Natalie 20:58, 15 March 2008 (CDT)Natalie
A little humor for you
Fred - something for you to enjoy - as someone who tries to be a "good" Catholic boy, here's my idea of a "peep" show:
Enjoy!
TomTaocpa 14:23, 21 March 2008 (CDT)
The peeps
Those are little marshmallow "peep" candies you see around Easter time, hence the "peep" show reference. The bunnies are the "strippers" and the chicks are the "customers." Must be the hangover. TomTaocpa 15:36, 21 March 2008 (CDT)
Don't know what happened originally.
Fred-Glad you saw it. I pulled that from a website where a someone posts photo of his funny or his favorite things. Among his favorite things is news women. The women in the photo must be a news anchor whom he has the "hots" for or some actress. He's a bit of a character. I have no idea because he posts a bunch of those and then will find a funny photo and put it up amongst the women. I thought the peep one was pretty funny. He has some really funny stuff. I just wonder who the woman was? TomTaocpa 14:55, 22 March 2008 (CDT)
insurance commissions
He is a State Farm agent, so any info you have on this could be helpful. Facing a potential audit with this one, so I could use any help I can get. Thanks.
K-1 LTCG/1250 Gain/1231 Gain
Hey Fred - love your sense of humor - and would really love your opinion - would you mind taking a look at my topic - another opinion telling me that I am totally stupid would stop me from continuing! Thank you for taking a look Cindy 21:08, 29 March 2008 (CDT)Cturner555
Buh Duh
Fred, in almost forty years of practice, I have never, never encountered such a situation, and to be honest, had never heard of a lump sum solution (except for the 10-year averaging type). I am afraid anything I say would be a case of 'blind leading blind.' Your client is lucky he did not come to see me.
My mind is also befogged from attending the First Aid Auxilliary Pancake Breakfast, wife being secretary of this group of old ladies who are all running about the auditorium in the old town hill putting down flapjacks and eggs. Ate too much.
By the way, one good thing about NATP membership is that they permit you one free research question a year.
hi
Hi Fred -
Yes I am in Elmira - lots of family down your way. Don't you love the construction guys? Because we are such a small town, my guys seem to think any job outside of Elmira (which is only 8 miles across town) should be considered traveling away from home - hard to explain the idea of a metropolitan area to guys up here!
Debbie
NY and CT
You wrote (and I quote so I can see the question while I answer it):
"New client, lived in CT, worked both in NY and CT. W-2 has 20,000 total, 8,000 NY and 12,000 CT. Then 8/24/07 Client moved to NY. Another 10,000 W-2 entirely in NY. And NY Unemployment of 1,500. That's all he has. My question is, would there, or could there be both a NY non resident and a part year resident return created?"
Once upon a time (and not so long ago, I think, because RIA Checkpoint's explanations seem to think it's still the case), NY required a part-year resident who had NY source income during the part of the year when he was a nonresident to file two returns - an IT 201 for the resident part of the year, and an IT 203 for the nonresident part. Now, however, NY has caught up with the rest of the world, and you do it all on the IT 203. NY income for the year consists of the sum of (a) NY source income (e.g., salary for services performed in NY) earned during the period of nonresidence and (b) all income earned during the period of residence. See the IT 203 instructions.
Note that CT will tax ALL of his income earned during the period when he was a CT resident -- not just the part the employer withheld CT tax on. CT will give him credit for the tax he pays to NY on that income. The employer was correct to withhold NY tax on the NY source income, since CT in effect cedes the tax to NY via the credit mechanism.
About my profiles post....
I wrote that because some guy is posting answers to questions with no profile and leaving misleading answers to some questions. He's been wrong a few times. I am just trying to help the newbies again. That's all. TomTaocpa 06:51, 3 April 2008 (CDT)
Gee Fred...
Sorry, I missed it. I've been up since 4:30am. I can't get things done in the evening after 8pm with my daughter and wife, so I get up early. It's one poster in particular I've seen who is a problem, but with all the newbies, it's getting old saying, "Profile, please." etc. and I am not doing it anymore. I am just going to refer to this post and the other guides I wrote from here on out.
Save some tequila for me and a couple of Hooters Girls (kidding about that part, not the tequila).....TomTaocpa 07:21, 3 April 2008 (CDT)
<eg>
You make me laugh...even tho I'm exhausted. I have to seriously analyze why the wheels have come off this year. Perhaps I'm spending too much time on TA? May have to consult a shrink re: addiction. Lots of bookmarked pages to return to after the 15th, tequila in hand! Good luck the next 9 days
It was brutal wasn't it?
I guess I was a bit brutal. Take a look and get back to me on him. Others have noticed him too. It started when I asked for a profile. Then I noticed him not citing sources, then he would find easy posts to answer with one or two sentences. At first he seemed okay, then it began to get worse. I think we need a high-level Hooters strategy meeting. TomTaocpa 07:19, 9 April 2008 (CDT)
Somebody sent me this....
Fred - when you said I was brutal on Puru, I thought I was. Now I am not so sure. See this: Discussion:FICA Taxes. Seems he's a DIY'er. He posted this got roasted, deleted it and by posting vague, inaccurate or incorrect information, he's getting back at TaxAlmanac. His first two posts were the DIY variety and now he's a tax expert. Geez. Tequila time!!! TomTaocpa 18:53, 9 April 2008 (CDT)
Trees
You're so silly sometimes. I really like evergreens because they smell so nice. That does not, however, mean I would like to be an evergreen.Natalie 15:14, 10 April 2008 (CDT)Natalie
I'll answer your next question before you ask: the nap was good, but not as refreshing as I'd like. Maybe I'll take another one. Natalie 15:16, 10 April 2008 (CDT)Natalie
Hey from Nancy
Fred...you seem like a fun-lovin guy....love all of your input...gives me a chuckle....
are you still up?
You need to take a look at the "I was really going to do this" post. Is it okay if I rename it "The Fred & Tom Venture" discussion?Natalie 22:08, 12 April 2008 (CDT)Natalie
Shoot, it seems the links to bookmarks are removed if the entire discussion title is changed. I have to talk to Tim about that. I look forward to your reply!Natalie 22:18, 12 April 2008 (CDT)Natalie
http://www.taxalmanac.com/index.php/Discussion:SE_Health_Insurance_-_Trader
Can you please help me on this above issue. Thanks so much Nancy Shoemake
Glad to hear it...
Glad I didn't hurt your feelings too bad. I guess us fellow New Yorkers are cut from the same cloth. We can be fun loving one second but serious the next. The women seem to go easy on me probably because I am always talking nicely about my wife and daughter. But my wife gives me a hard time if I act up and that's pretty frequent. Worst trouble I ever got in with her was I made a comment about how good a friend of hers looked....TomTaocpa 16:42, 16 April 2008 (CDT)
Hangover?
'kay, how much tequila DID you drink? I stayed strictly with wine (GOOD Chardonnay), great homecooked dinner, and then lots of sleep. Today is 'me' time, ending with a two hour massage! Tomorrow off to golf school. Hope the end of your season went well...
welcome back
How was your "guy" trip? Remember to answer those questions on the depreciation thread! Natalie 16:15, 23 April 2008 (CDT)Natalie
Good discussion Software
Fred: Thanks for the software discussion in Chat. Glad you spoke out there, and I've got your name in my Rolodex, in case my clients ever need it. P.S. Yes, I do still have a Rolodex. CrowJD 21:06, 12 May 2008 (CDT)
QB password retreival
Thanks Fred, I'd like to know how to do this. It would help my client immensely and help me sleep better at night. They will at least stop and call me when they get the little block warning them they are doing something out of the ordinary.
QB password retreival
Thanks for the offer of the password retrieval progam, Fred, I don't have your e-mail address, but mine is actionbsns@aol.com. It would help my client a great deal and me too. Paula ~~actionbsns~~
Cash Advances
I was reading the thread on the cash advance topic and i do understand you friends pain of going through a process with a cash advance company that didnt tell him the truth. You asked for links to companies that dont rip people off and i would like to assure you that my cash advance company doesnt rip people off. Please visit our website www.bfswest.com or feel free to conatact me directly if you have questions. My number is 949-309-2243, or email is jlee@bfswest.com. We specialize in relationship developement and business developement. Thanks for reading and for your time.
Jeremy Lee
Welcome back!
It's great to have you back! Natalie 18:49, 28 October 2008 (CDT)Natalie
Oh, and no, you did not respond to the emails. You should at least look at the last one with the video link. Natalie 18:49, 28 October 2008 (CDT)Natalie
Sorry, we had to rent out the room. It was gathering too much dust.
Welcome Back!
Fred bud....
Welcome back!
I am sorry I didn't respond to you over the summer. I will send you a private e-mail. You can see some of it here in the Chat Section, but I want to tell you some things myself personally.
Good to hear from you, my friend.
TomTaocpa 19:37, 28 October 2008 (CDT)
goodaccountants.com
Saw you were asking questions abut this, they just sent us a very similar e-mail to what you desribed. Did you ever confirm with yur friend if they were legitimate?
Scranton
No need to file those local taxes if they don't live there
Death&Taxes 12:01, 16 February 2009 (CST)
Your email address, please?
you can either leave on my talk page or email me at kevinhuston@msn.com. Thanks for the offer to convert the qbm file to a file I can open. Kevinh5
Rotten pistachios
I just read your post. I used to love to eat pistachios. Every once in a while I'd get one with a really bad taste. Then I popped one in my mouth, got the bad taste, spit it out, and found a small worm in it that had eaten most of the nut, so I realized what I had been eating on the bad ones. Haven't eaten a pistachio since! Hope you're all better now!
- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:02, 10 April 2009 (CDT)
Pistachios
Fred:
Glad to hear that everything is sorted out now and that you're feeling better! Happy (soon to be) end of tax season!
- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:51, 13 April 2009 (CDT)
PEO
Aw sweet jeezus. It's looking like a monstrous preposition. There is a lot of research I'm trying to look through. Up next is SUTA dumping liability and the employment tax rules that got put in place recently (not sure what all it adresses, but my hunch is that it was to combat the off shore leasing scams). Then there is ERISA...
Honestly, most of the routine issues we know about taxwise from doing payroll. The HR and benefits law stuff is also fairly easy. FLSA, FMLA, COBRA, USERRA, Portal to Portal, and Ledbetter are all pretty easy stuff to understand and a lot of good guidence from the .gov . Not sure how ADA and the anti discrimination things will work out since we wouldn't be making any decisions in that matter, but I guess liability exists in a matter of course. HIPAA just means you have to keep your mouth shut about employee health and medical issues.
There are a few major feasibility problems as I see it: 1) Benefits pricing. It's all based on volume and experience ratings. I was going see if I could get an el cheapo health plan as a POP or a full fledged §125 plan. Also a set up a SIMPLE IRA system with a bank. 2) Workers Comp 3) What happens when they don't pay? Lord knows I spend enough time shagging after bad checks for my fees, but what happens with a PEO. 4) Lack of uniform policies. I can't even get clients to pay estimated taxes on time. I kinda doubt I can get them to follow proper procedures.
I think I'm just going to stick with taking aboard the hr functions instead of forming a fully fledged PPO.
We'll see, I'm still researching the issue. I've found a guy on a labor law forum that has a bunch of experience, so I'm going to bounce things off of him.
TheTinCook 01:12, 22 April 2009 (CDT)
thanks.
I am a CPA working in industry in Gloversville. I am a member of a car club in Cobleskill and have friends there.
Ted
Ted, not sure what screen name to reply to. I hope you get this.
Please respond again.
Fred
Finding Someone
Fred:
To see who left you the message, simply click the "history" tab at the top of your "User talk" page. His name will almost certainly be the 2nd one down, just below my name. To leave your "signature" on someone's user talk page, just type in ~~~~ and that will be converted to a link to your page when the page is saved.
- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:13, 22 April 2009 (CDT)
yes that was me.
Ted Sweet
ok its 4 LOL
Tedsweet 15:59, 22 April 2009 (CDT)
Uh-oh
I was "retitling" that older unemployment article (to fix the spelling of umemployment) right as you were posting to it. It looks like your post actually went through just before my move - so I hope I didn't mess you up somehow. Should have anticipated that you might add a post there, but for some reason i thought it was safe to be playing around (I should know better!).
Trillium 18:57, 28 April 2009 (CDT)
Internet wife?
My dearest Fred, with all your experience with women, you should know that you can't have a wife without all the formal bells and whistles. I don't recall sending out invitations. And where was the big buffet dinner, dancing band and most importantly, my gifts?Natalie 13:12, 2 June 2009 (CDT)Natalie
lawsuit
which post/thread? Kevinh5
I just added comments to that thread
I didn't recall mentioning any lawsuit there, though. Good luck. Kevinh5
Different by State
In my state, attorney discipline (ethicical violations) is ultimately handled by the Ga. Supreme Court, managed through the State Bar of Georgia (the State Bar gathers the facts).
I am not sure who has ultimate authority in other states. I'd start with the state bar association of that state (sometimes they go by different names). Don't confuse a local bar association for a state one.
It's not easy to find a history in my state because each incident recieves a separate handling and case number by the Ga. Supreme Court. It is much easier to find a current status from the State Bar, however.
P.S. note that the discipline status tells you nothing about the malpractice history....But you have the same problem with doctors. CrowJD 18:38, 30 June 2009 (CDT)
Keep checking
The state bar usually bends over backwards these days to help the public, so you could call them and see if they can't point you to a history. They should NOT ask for your name, there is no need to in my opinion, just tell them you are a potential client.
I know that my state's website has gotten better. I think you can find disciplinary decisions back to 2000 or so. Before that, I don't think there was a centralized system. It's still not indexed, even today. So, you have to scan down the cases by year.
Might want to try to call. Good luck.CrowJD 19:08, 30 June 2009 (CDT)
By the background in your picture, looks like you were at SB XXXV
I am a diehard Baltimore fan despite the fact that I have lived in Northern California for 24 years. It's Ravens all the way. I'm not upset that you got Ryan...he deserved the job, but I was not happy to see Bart Scott go. Skassel 20:19, 1 July 2009 (CDT)
Copier
Didn't know if I could post this
re: printers here is what I found, find out the cost of the replacement toner prior to purchase, but I have had go luck with Cannon, used to buy only HP,
hope all is well
[[2]]
[[3]]
TexCPA 12:36, 9 September 2009 (CDT)
![[1]](http://img148.imagevenue.com/view.php?image=61976_ATT00345_123_1193lo.jpg){kind=link}