Joan Halter, Author at Joan Halter CPA

15
Nov
2022

by: Joan Halter in: cash flow crisis tag: cash flow crisis

5 Tips to Survive a Cash Flow Crisis

Cash flow problems are one of the top reasons small businesses fail. A cash flow shortage occurs when your business has more money going out than coming in. You may have trouble paying bills, payroll expenses, and other operating costs during a cash flow shortage. If this goes on long enough, you can find yourself in a cash flow crisis. […]

26
Oct
2022

Our Top Post-Pandemic Financial Tips

Since 2020, many folks have had to reassess their finances due to various effects of the pandemic. Extended unemployment, business closures, social unrest, and economic volatility have impacted many Americans’ personal finances. New Jersey CPA firms and financial advisors have had to adapt their thinking to overcome the unique challenges of these times. Here are five post-pandemic financial tips that […]

13
Sep
2022

by: Joan Halter in: student loan forgiveness plan tag: student loan forgiveness plan

The 2022 Student Loan Forgiveness Plan: What You Should Know

If you are one of the millions of Americans with college debt, you may be wondering how the new student loan forgiveness plan announced by the Biden-Harris Administration will affect you. This article will provide an overview of the plan, what it could mean for you, and how we at Halter CPA can help. The new repayment plan will offer […]

25
Aug
2022

by: Joan Halter in: small business travel expenses tag: small business travel expenses

Keeping Tabs on Your Small Business Travel Expenses

As a small business owner in New Jersey, you know that every deduction counts come tax time. And while you may not think of your travel expenses as deductible, they actually can be – as long as you keep accurate records. The IRS recently released an announcement increasing the optional standard mileage rate for business travel, and while this is […]

22
Jul
2022

by: Joan Halter in: NJ Business Owner tag: accounting tips, NJ Business Owner

NJ Business Owner Tips: Accounting Tasks During Summer

The weather is heating up BIGTIME – the dog days of summer are definitely here! For business owners, that means it’s time to think about some key accounting tasks that will help keep your business in good shape heading into the second half of the year. Here are four essential accounting tasks that you as an NJ business owner should […]

28
Jun
2022

by: Joan Halter in: New Jersey CPA tag: Mullica Hill CPA, New Jersey CPA, NJ accountant

What Does a New Jersey CPA Do After Tax Season?

After a hectic tax season, you may wonder what your New Jersey CPA does the rest of the year. The answer may surprise you – CPAs are busy year-round, providing a variety of services to individuals and businesses. At Halter CPA, we offer a full range of accounting and tax services to our clients. We also provide financial consulting and […]

19
May
2022

by: Joan Halter in: 2021 tax extension, 2021 tax season tag: 2021 tax extension, 2021 tax extension guidelines, tax extension

2021 Tax Extension Deadline Guidelines

For many people, mid-April is the usual time to file taxes. But if you need more time to gather your paperwork or get your affairs in order – is it possible to get a 2021 tax extension? The good news is that the IRS allows for an extension of the filing deadline in certain circumstances. And, in even better news, […]

30
Apr
2022

by: Joan Halter in: gifted stocks tag: gifted stocks, investments

The Benefits and Tax Implications of Gifting Stock

Gifting stock is a great way to introduce a friend or family member to the benefits of investing. Young children are the ideal recipient because they have the benefit of time to maximize the value of the stock before they cash out. A question we’re frequently asked when a client receives stock as a gift or as part of an […]

19
Apr
2022

by: Joan Halter in: 2021 tax season, Boutique Accounting Firm in South Jersey tag: after tax day questions

After Tax Day: Answering Your FAQs

The 2021 tax deadline has just passed. Still, you may be concerned about a few common issues taxpayers tend to deal with. To help, I’ve developed the following answers to the FAQs I hear from my clients after tax day. Q: I owe taxes. What are my payment options? A: You have several payment options for your 2021 tax dues: […]

31
Mar
2022

by: Joan Halter in: Do I have to file a tax return tag: Do I have to file a tax return

Do I Have to File a Tax Return if My Income is Less than the Standard Deduction?

The final tax deadline is nearly here, which inevitably leads to questions regarding whether or not certain circumstances preclude one from having to file a state or federal tax return. Today, we’re answering one of the more common questions we’ve fielded: “Do I have to file a tax return if my income is less than the standard deduction? What if […]

Author: Joan Halter