Gerry Brin Completes 31st Annual Ski Trip for Leukemia Research Foundation

Wb member emeritus Gerry Brin led the 31st annual Ski for Research to rais funds for Leukemia Research Foundation Weltman Bernfield member emeritus Gerry Brin recently completed the 31st Annual Ski for Research, which benefits the Leukemia Research Foundation. With 22 skiers participating this year, Ski for Research raised about $25,000 for the Foundation.

Gerry has organized and led the trip from its inception in 1986. The event honors the memory of Gerry’s nephew, Alan, who succumbed to the disease in 1978 at the age of 10.

Learn more in this article on Gerry and Ski for Research when funds reached $1 million.

IRS Issues Standard Mileage Rates

The IRS has announced the standard mileage rates that may be used in 2016 instead of deducting actual expenses. The new rates, which have decreased or stayed the same, are as follows:

  • For business driving, the rate is 54 cents per business mile (it was 57.5 cents in 2015).
  • For medical and moving expenses, the rate is 19 cents per mile (it was 23 cents in 2015).
  • For charitable travel, the rate is 14 cents per mile (the same as in 2015).

Note that you can add related tolls and parking fees to these flat, IRS-approved rates. For more information, visit


February Tax Tips, Updates and More

February 2016 General Client Newsletter

Our busy season is in full-swing. Tax organizers were sent out to all of our 1040 clients in January. If you haven’t received yours, please let us know. Do you use our online portal to send your information to us? If you have questions on how to access or complete it, check out our tutorials at

In this month’s issue:

What QuickBooks’ Calendar Can Do for You

February 2016 QuickBooks® Newsletter

QBC newsletter logoYet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions.

These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to track to-do’s on the road, and a paper calendar as backup.

But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Continue reading

January 2016 Tax Legislation Updates, Business Tips and More

January 2016 General Client Newsletter

Happy New Year!

We hope that you had a good holiday and are ready for 2016. We look forward to another year of working with you and hope that you find the tips and updates in our monthly newsletters helpful. If you have questions, please contact us.

In this month’s issue: