Josh joined LBF Group in October 2015. As of June 2017, he has completed his Masters of Accountancy from Walsh College, and plans to start sitting for his CPA exams this winter.
Josh has been a payroll specialist. He is well-versed in both QuickBooks and QuickBooks Online, and is working to integrate apps (such as Fathom and Receipt Bank) with QuickBooks Online to improve and personalize client experiences.
A foodie and self-proclaimed fantasy football (and baseball) expert, Josh encourages anyone and everyone to come in and talk food and sports. Actual accounting matters he supposes would be a bonus.
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,...
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:
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.