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Our Blog

IRS Website Help

Joshua Rocher, Staff Accountant

February 18, 2019

While we’re now two weeks removed from Punxsutawney Phil’s early spring prognostication, spring doesn’t really come for us at LBF Group until after April 15th. As we’ve fully entered tax season, I see different variations of the same two texts regularly. Loosely speaking, they ask:

1.) I saw/heard (some program, article, etc.) that said my refund this...


2019 Tax Season

Courtney Rourk, Firm Administrator

February 1, 2019

Despite several setbacks, the IRS has officially opened up filing for the 2019 tax season. The IRS anticipates refunds to start being issued the first week of February and does not expect the government shutdown to affect the refunds of those individuals who file early, contrary to previous reports. It’s important to note that the IRS typically receives a tremendous number of phone...


Changes to Qualified Tuition Programs

Alan Borsen, CPA

January 26, 2019

The Tax Cuts and Jobs Act (TCJA) has made some changes to qualified tuition programs (“QTPs,” also commonly known as “529 plans”) that you might be interested in. These changes take effect for 529 plan distributions after 2017.

As you know, a 529 plan distribution is tax-free if it is used to pay “qualified higher education expenses” of the...


Preparing for Tax Season

Brandon Borsen, CPA

January 21, 2019

It’s bitterly cold, there are reports of significant snow, so we must be entering tax season! There are steps you can take to make this season less stressful.

If you are an existing client, you should have already received our tax organizer for your 2018 Individual Tax Return. For new clients, we will need a copy of last year’s return (2017) to generate the 2018 tax...


IRS Scam

Bob Weide, CPA

January 11, 2019

As another tax season begins, it seems as though everybody knows somebody who has received a phone call from “The IRS”.  Below is an excerpt from the IRS fact sheet on how the IRS works when it comes to contacting taxpayers.  For the whole article, see the link...


Here Are the Steps You Can Take Now To Get Ready to File Your 2018 Taxes in 2019

Alan Borsen, CPA

November 13, 2018

Check withholding

Since employees typically only have a few pay dates left this year, checking withholding soon is especially important. Because of the many changes in the tax law, refunds may be different than prior years for some taxpayers. Some may even owe an unexpected tax bill when they file their 2018 tax return next year. To avoid these kinds of surprises,...


Helping Your Surviving Spouse

Robert Weide, CPA

October 30, 2018

Losing a spouse often brings on a flood of emotions that can make tasks like managing financial obligations seem almost impossible. Here are some steps may help ease that burden:

  • Gather all important documents in a central place. A large accordion folder can help you to stay organized.
  • Make a list of professional contacts.  Be...


Your Itemized Deductions Will Change for 2018

Robert Weide, CPA

January 2, 2018

With much of the focus on the new tax rates contained in the new tax bill for 2018, it is easy to forget that some big changes have been made to the allowable itemized deductions (Schedule A). The bill increases the standard deduction and removes the deduction for personal exemptions. This combined change will mean that many more filers will not itemize their deductions. 



Technical Terminations

Amy Chandler, CPA

September 26, 2017

This probably sounds like a boring subject that only we bean counters would care about, but don’t ignore this important topic. If your partnership experiences an ownership change, it might apply to you.

A technical termination occurs when 50% or more of the total ownership interest in a partnership’s capital and profits changes during a 12-month period. This could be an...


Managing Your Cybersecurity

Brandon Borsen, CPA

August 9, 2017

With a definitive uptick in hacking and ransomware, there has been a corresponding emphasis on cybersecurity. It is no longer simply a matter of arguing over erroneous credit card charges – personal data is being used to file fraudulent tax returns, claim social security benefits, and the like. Here at LBF, we want to make sure you are doing everything you can to protect your personal...


Be Smart and Use an LLC Operating Agreement

Alan Borsen, CPA

June 14, 2017

When you form an LLC, you need to draft articles of organization that comply with the state’s LLC act and then file the articles with the appropriate state office. Typically, the required articles are broadly worded and likely don’t address members’ rights and responsibilities as you would like them addressed.

You should consider taking the extra step of having your...


Quickbooks Online

Joshua Rocher, Bookkeeper

March 3, 2017

Let me preface this entry by stating that this post is not brought to you by the good people of Inuit, but odds are very good that if you are an existing business client of ours, then QuickBooks is the accounting software we are using. For both new and existing clients, there has been an inexorable push towards using QuickBooks Online (hereafter “QBO”). The reasons for doing so...


Tax Preparation Checklist for 2017

Suzy Silverstein, Receptionist

January 20, 2017

Hello! Please use this sample tax return preparation checklist to help us plan and prepare your 2016 taxes.  This checklist will assist you in gathering all the necessary tax documents you need to file your Federal and State Tax Returns. Please call our office at (248) 932-0040 for your client tax organizer if you have not yet received it. 

General Taxable...


Accelerated IRS Deadlines & Penalty Increases

Robert Weide, CPA

January 6, 2017

Happy New Year! Now we need to get to work filing certain IRS information returns. There are many IRS forms and this year, many of the 1099’s and W-2’s that are filed will be due by January 31, 2017.  Here is a snippet from the IRS website:

“New filing date. Public Law 114-113, Division Q, section 201, requires Form 1099-MISC to be filed on or before January...


New 1099 Deadlines for 2017

Courtney Roberts, Firm Administrator

December 29, 2016

As we say goodbye to 2016, it is important to note some new changes in tax deadlines for the upcoming year. We would like to alert you to the fact that the IRS has changed the filing date for Form 1099-MISC. The date has been moved up from February 28, 2017 to January 31, 2017.

If you would like LBF Group, PLLC to prepare and file your 1099’s timely, we...


New Overtime Laws Overturned by Federal Judge

Courtney Roberts, Firm Administrator

November 29, 2016

A new law mandating overtime wages was overturned by U.S. District Judge Amos Mazzant on Tuesday on the grounds that the law is illegal and unenforceable. The law, appointed by the U.S. Labor Department, was to go into effect in December and would have essentially doubled the salary that a worker can earn while simultaneously earning overtime wages. According to


New Overtime Laws

Courtney Roberts, Firm Administrator

November 16, 2016

LBF would like to remind our clients that new overtime laws will be taking effect starting December 1, 2016. Please be aware that with these new provisions, all professional, administrative, and executive employees must earn a salary of at least $47,476 ($913 per week) in order to be considered "exempt" from overtime pay. Employers may consider the following options to be in accordance with...


Beware Of New “Council For Corporations” Corporate Compliance Scam

Courtney Roberts, Firm Administrator

November 9, 2016

We would like to alert all of our clients of a new scam that is circulating and targeting businesses. The company sending the solicitations refers itself as the "Michigan Council for Corporations", however, the scam is not exclusive to the state of Michigan. In this particular scam, taxpayers are receiving official-looking letters that advertise a service that will prepare and...


Client Newsletter

Courtney Roberts, Firm Administrator

May 24, 2016

Greetings everyone!

We are excited to announce that LBF Group will begin sending out a free newsletter to our clients. We strongly encourage all of our clients to sign up for this newsletter in order to stay up-to-date on important tax changes, financial strategies, and tax planning opportunities. This newsletter will also provide several helpful tax planning resources that we...


Tax Organizers

Courtney Roberts, Firm Administrator

January 20, 2016

As another tax season quickly approaches, we wanted to inform you that you will be receiving your tax organizers over the course of the next week.

Please be aware that your client organizers are password protected for your privacy. You can access the emailed PDF version of your tax organizer by entering the primary taxpayer's social security number without any...


Welcome to our Blog

Alan L Borsen CPA

January 5, 2016

As a part of our new and improved Website we welcome you to our firm Blog. Various members of our firm will be writing a short blog to keep you updated and informed with pertinent information relating to tax, accounting, business and financial updates.

Log ins...


Our New Website

LBF Group PLLC is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around our new...


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