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Posts by Diana Halenz, CPA, CFP®️

Good morning to everyone except the FA who has our shared client all wound up about establishing a captive insurance for their highly profitable business with run-of-the-mill risks. #taxsky

7 months ago 2 0 0 0

Thank you! They want someone who can handle both.

8 months ago 1 0 2 0

Thanks!

8 months ago 0 0 0 0

Who out there can take a lovely family for 2025 for filing in the US and Canada, and a lingering 2024 issue? @bkhpc.ca @isabelgoldberg.bsky.social #taxsky #taxbs

8 months ago 3 0 3 0

Good luck!

9 months ago 3 0 0 0

This is mostly blue!

10 months ago 0 0 0 0

This is true! 4 of my most recent 5 new clients have come from financial planners.

10 months ago 1 0 1 0
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This whole thread is fascinating. I grew up in Southeast Asia but know very little about Japan. Everything from the employer-employee relationship to how housing works is mind blowing.

11 months ago 2 0 1 0

Thank you Beth! I didn’t realize that matching contributions could be Roth!

11 months ago 2 0 0 0

Your free newsletters are so valuable to me that I just subscribed! Thank you for sharing your expertise so generously.

11 months ago 3 0 1 0

…and then treat your employees the way you wish you had been treated.

11 months ago 1 0 0 0

I love it. I have had my eye on Caramel Apple after dark already!

11 months ago 1 0 1 0

Spectacular hairdo!

11 months ago 2 0 1 0

Shannon, what would you recommend pairing this with for heels/toes for a special gift ?

11 months ago 1 0 1 0

That’s true! However if I haven’t heard from a prior year client by 4/10 and I don’t have a signed engagement letter, I figure they aren’t my client and I don’t file an extension for them.

11 months ago 8 0 1 0

More than half of my new clients this year had $0 extensions filed for them by the prior firm. It…wasn’t helpful. #taxbs

11 months ago 10 0 2 1

They can log in to their tax account and set up a pre-assessment installment plan.

1 year ago 1 0 1 0
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Yeah i just don’t like paying a premium for a package and then more for the bits of software that doesn’t suck!

1 year ago 1 0 1 0

I had that epiphany today as well! I moved to one of them a couple of years ago. It’s too soon to ask clients to move again so I’m gritting my teeth and hanging in!

1 year ago 1 0 1 0

Palm readings of course

1 year ago 2 0 1 0

Are you serious about this? Because I have been considering the same.

1 year ago 2 0 2 0
A skein of purple, blue, green with splashes of chartreuse, paired with a mini skein of chartreuse yarn.

A skein of purple, blue, green with splashes of chartreuse, paired with a mini skein of chartreuse yarn.

I nabbed the last skein of The Starry Night from @yarnbaby.bsky.social. Chartreuse makes a killer combination. The pictures truly don’t do the yarn justice. #indydyers #knitting

1 year ago 6 0 1 0

Yes, I’m out near Springfield. I think you would really like in person if you can make it happen though!

1 year ago 1 0 0 0

I did Danko but Boston was sold out so I did online. Really enjoyed it!

1 year ago 1 0 1 0

When are you sitting?

1 year ago 1 0 1 0

It’s amazing that you knew to suspect that was the problem! It wouldn’t have occurred to anyone who doesn’t have a substantial expat client base.

1 year ago 2 0 0 0

I spoke to an IRS agent this morning who said that he’s returning to the office next Monday but there aren’t enough workstations for everybody who is returning to the office. Get your calls and issues resolved this week because next week will be more difficult to get through. #taxsky

1 year ago 12 2 0 0
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Amazing!

1 year ago 0 0 0 0
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Happy #caturday 😛

1 year ago 3 0 0 0

We NEED to know how this ends

1 year ago 8 0 1 0