Rich Streitfeld, CPA

Posts by Rich Streitfeld, CPA

ALSD Guest Author Larson Gunnes

The Case For Optimism

When thinking about financial planning, it’s important to consider the long-term.  What plans should be put in place in order to prepare for the future?  For financial advisor Larson Gunness a central question is this: are we optimistic or fearful of the future?  In typical original fashion, his article looks at the urgent global issues of our
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Advice to Businesspeople Who are New
to Nonprofit Boards

As advisors to nonprofit organizations ALSD often encourages them to strengthen their boards by adding qualified businesspeople.  But for the businesspeople themselves – what to expect? Author Gayle Gifford has been helping our clients for years.  For Gayle, “nonprofits are a commitment to our society to create a more just and peaceful world of hope,
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Zen Mensch Accounting

Benefits With Friends
Some Good News In Paying For Health And Disability

This issue brings together recent developments and strategies about paying for health care and disability. It’s a complicated — but important — subject. I hope there is something useful for everyone. (And if not, there is a little family anecdote.) Q: Is there anything GOOD that came out of the last budget bill? –M. McConnell,
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Tax Client Checklist “What do I bring?”

Click on the shoebox to download a PDF The Basics Prior Year A copy of last year’s federal and state tax returns, if you’re a new client Earnings W-2 statements of employment earnings 1099-MISC statements of freelance earnings Self-employment summary of all your earnings, whether on a 1099 or not Investments Investment statements (1099’s) reporting
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