Blogs

Weekly Blog by Rolleri & Sheppard CPAS

PPP Flexibility Law - June 8, 2020 by Ryan C. Sheppard, CPA, CFF

EIDL and PPP - June 2, 2020 by Ryan C. Sheppard, CPA, CFF

Incentive Stock Option - February 24, 2020 by Bryan I. Coutermash, CPA

1040-SR Form- February 17, 2020 by Rafael E. Olmeda, CPA

Qualified Charitable Distributions - February 3, 2020 by Jessica Erlingheuser, CPA

Solar Property - January 20, 2020 by Jayme White, CPA, EA

Grantor Retained Annuity Trusts - January 13, 2020 by Chris Vlahos, CPA

FASB New Lease Standards - January 6, 2020 by Janelle C. Kandrach

Partnership Basis - December 30, 2019 by Bryan I. Coutermash, CPA

Restricted Funds - December 16, 2019 by Jennifer Rodriguez

CT Pass-Through Entity Tax - December 9, 2019 by Jessica Erlingheuser, CPA

Gift Tax Return - November 25, 2019 by Jayme White, CPA, EA

Retirement Accounts - November 19, 2019 by Chris Vlahos, CPA

C Corporation stock - November 11, 2019 by Bryan I. Coutermash, CPA

Economic Nexus - November 4, 2019 by Melissa Vitti

Hobbies - October 28, 2019 by Jessica Erlingheuser, CPA

Estimated Tax Payments - October 14, 2019 by Jayme White, CPA, EA

Home Office Deductions - October 7, 2019 by Chris Vlahos, CPA

Estate Tax - September 30, 2019 by Bryan I. Coutermash, CPA

Professional Gambling - September 23, 2019 by Brian D. Faynor, CPA

Mortgage interest - September 16, 2019 by Melissa Vitti

Charitable deductions - September 6, 2019 by Jayme White, CPA, EA

Depreciation - August 26, 2019 by Bryan I. Coutermash, CPA

Earned Income Credit - August 19, 2019 by Chris Vlahos, CPA

Opportunity Zones - August 12, 2019 by Brian D. Faynor, CPA

Common retirement funds - July 31, 2019 by Melissa Viti

Donor Advised Fund - July 22, 2019 by Jessica Erlingheuser, CPA

Succession - July 15, 2019 by Ryan C. Sheppard CPA, CFF

Foreign Bank Accounts - July 8, 2019 by Jayme White, CPA, EA

Education Credits - July 1, 2019 by Chris Vlahos, CPA

Sale of Home - June 24, 2019 by Bryan I. Coutermash, CPA

Social Security - June 17, 2019 by Brian D. Faynor, CPA

Partnership rules - June 10, 2019 by Ryan C. Sheppard, CPA, CFF

Capital gains and losses - June 3, 2019 by Jayme White, CPA, EA

Schedule A Deductions - May 27, 2019 by Chris Vlahos, CPA

Child tax credit - May 20, 2019 by Bryan I. Coutermash, CPA

529 Plans - May 13, 2019 by Brian D. Faynor, CPA

Retirement Plans - May 8, 2019 by Ryan C. Sheppard, CPA, CFF

Schedule C Deductions - April 29, 2019 by Ryan C. Sheppard, CPA, CFF

News & Updates

Partner Ryan Sheppard, CPA Recently published an article on overlooked tax credits in Fairfield Lifestyle Magazine, April 2024.  Common Overlooked Tax Credits

Partner Ryan Sheppard, CPA and Senior Manager Jayme White, CPA - National webinar presentation on tax aspects of divorce.  Tax aspects of divorce

Partner Ryan Sheppard, CPA video on year end moves in a down market - December 2022.  Year end moves

Partner Ryan Sheppard, CPA video on Restricted Stock Units - June 2022 - RSUs

Partner Ryan Sheppard, CPA was published in the CPA Journal on Divorce and Tax Considerations - December 2021 - Divorce and Tax Considerations

Partner Ryan Sheppard, CPA was published in Bloomberg Tax Management - December 2021 - IRS Allows SALT Workaround...For Some

Partner Ryan Sheppard, CPA video on Biden administration tax policies - June 2021 - Biden tax policies

Partner Ryan Sheppard, CPA video on Stimulus checks - February 2021 - Stimulus checks

Partner Ryan Sheppard, CPA video on PPP forgiveness - December 2020 - PPP Forgiveness

Partner Ryan Sheppard, CPA video on sole proprietors tax strategy - November 2020 - Tax strategy small business

Partner Ryan Sheppard, CPA video on Trump vs. Biden tax policies - October 2020 - Trump vs. Biden Tax Policy

Partner Ryan Sheppard, CPA video on EIDL advantages for Covid relief - October 2020 - EIDL Program

Partner Ryan Sheppard, CPA video on PPP program and tax deductions for PPP expenses - October 2020 - PPP Forgiveness and Tax Deductions

Partner Ryan Sheppard, CPA Writes article for Bloomberg Law - June 2020 - Advising Clients in a Post Covid World

Partner Ryan Sheppard, CPA webinar on PPP Program and more - April 2020 - Navigating PPP and Unemployment 

2018 Tax Law Changes Updates:

Other News:

On June 1, 2016 Ryan Sheppard was appointed Chairman of the Professional Ethics Committee for the State of Connecticut Society of CPAs - CT Society of CPAs Ethics Committee