Ed Barton, JD, LLM, MBA, CPA, CFA, EA
Law, Tax, Finance, Turnaround Management and Transparent Leadership
According to research conducted by Forbes magazine and the Treasury Inspector General, potentially $100 million in EV credits were wrongfully claimed since 2013. The Service publishes a list of allowable vehicles that are eligible for credit. In general, the credit is…
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The 2017 federal tax law, which President Trump signed after a party-line vote in Congress, limited to $10,000 the state and local tax payments that families can write off on their federal income taxes if they itemize deductions. The provision, known…
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Critical Public Policy Issues Impacting Higher Education from 2019-2024 Identified in our Delphi Study (Anderson, 2019), as well as in many of the articles researched is tension between the need for adequate funding to transform the current educational model…
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The current focus on immigrants and immigration reform extends to your taxes as well. Almost anyone working in the United States is liable to pay Federal and State income taxes. Failure to file, or failure to use the right ITIN…
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Hearing from the IRS is bad enough, but being contacted by a scammer posing as the IRS is even worse, or at least just annoying and frightening. IRS scams are everywhere these days, and they take many different forms. Even…
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As part of the Taxpayer First Act, passed by both houses of Congress in June 2019 and expected to be signed by President Trump as of the date of this post (June 14, 2019), there is a new process for appeals…
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I was reading a few books this week (what else is new, right?) and came across a couple quotes that I wanted to share — enjoy!: “Jim Collins’ notion of Level 5 managers, in his book Good to Great, comes…
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Back in 1965, Bruce Tuckman analyzed team development and came up with the following concept – which you might have seen before: All of us are going through these stages constantly – and as the team dynamic changes, we…
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Move F.A.S.T. ! Future Impacts Accountability Systems Transparency We need to maintain focus and keep the throughput of change manageable and digestible – for our team, our clients and our bottom line. There are lots of great…
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We can reduce gun deaths – with policies that focus on addressing the root causes, are realistic, implementable and are data driven. This article from Cato has some interesting perspectives and potential suggestions – backed by data. It’s with the…
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