The Proactive Solutions Blog

Here’s how taxpayers can avoid the hooks of phishing scams

Knowledge and awareness. Those two things can protect taxpayers and their family members from getting caught up in a phishing scam.

A phishing scam is often an unsolicited email or a website that looks like a legitimate site designed to trick users. The scams convince people into providing personal and financial information.  Scam emails can arrive to personal and work accounts on computers, smartphones and tablets. 

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White Elephant and Ugly Sweater Party

We had a lot of fun at this year's white elephant and ugly sweater party. Many special "treasures" were received and Katie Moline won the sweater contest.

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2019 YEAR-END TAX PLANNING FOR INDIVIDUALS

Paying your individual income taxes likely represents one of the largest outlays of the year, but it also offers an opportunity for significant savings. Whether you have paid individual income taxes through employer withholding or quarterly estimates, thoughtful planning before the calendar turns to 2020 can reduce your total tax liability and help retain more of your earnings. If you devote substantial research and forethought to how you invest your money, then you should take a similar approach to how that income will be taxed.

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2019 YEAR-END TAX PLANNING FOR BUSINESS

All businesses seek to reduce costs, and year-end tax planning presents the chance for significant savings that affect your bottom line. After substantial changes to the federal tax code, businesses need to ensure continued compliance with new rules and understand how to optimize their tax liability for both 2019 and 2020.

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IRS Updates Per-Diem Guidance for Business Tavelers and Their Employers

Revenue Procedure 2019-48, posted on IRS.gov, updates the rules for using per diem rates to substantiate the amount of ordinary and necessary business expenses paid or incurred while traveling away from home.  Taxpayers are not required to use a method described in this revenue procedure and may instead substantiate actual allowable expenses provided they maintain adequate records.

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One CPA’s Journey from Political Science to Accounting

“You don’t have to know everything right now; you can start your journey and realize that you want to do something else,” Katie Moline said. “Who knows, maybe the path will emerge at some point, but I’m really glad I went into the CPA profession.”

Moline was recently recognized by Toledo’s 20 under 40 Leadership Awards Recognition Program, a prestigious honor that celebrates the accomplishments of 20 professionals under the age of 40 who represent strong levels of leadership in their careers and in the community. While there are many deserving recipients this year, Moline is one that stands out within the accounting industry.

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United & Thankful Event

Today, Weber Clark employees joined multiple community organizations at the United Way of Greater Toledo for the United & Thankful event, packing over 3,000 holiday meal kits for children with Connecting Kids to Meals. 

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EPIC Toledo Leadership Summit

The EPIC Toledo Leadership Summit welcomed members of the Weber Clark Team, Katie Moline (EPIC Chair), Charles Mira, and Tyler Harp, to enjoy a full day of professional development, community building and networking last Friday.

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Katie Moline, CPA and Senior Audit Accountant at Weber Clark, spoke at OSCPA’s Accounting Career Day, hosted by Ohio Northern University. 

Accounting Career Day included about 100 students from high schools throughout northern Ohio where they learn about career opportunities in accounting, the Ohio Society of CPAs, and the steps to take in their education to become a CPA.

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KATIE BIBISH MOLINE RECEIVES “20 UNDER 40” LEADERSHIP RECOGNITION AWARD

Katherine Moline, Senior Audit Accountant at Weber Clark, received a 2019 20 Under 40 Leadership Recognition Award on Tuesday, October 29 at the 24th annual 20 Under 40 ceremony.  She was among the 200 nominated candidates.

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