Jacob I. Oberlander, CPA
@JacobOberlander
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Business Advisor & Accountat
Lower Hudson Valley, New York
Joined October 2009
As we’re getting ready for the next Accelerate event, I’m sharing with you a recap of our latest conference. Link to sign up below
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Horrible news out of Australia this Hanukkah. Darkness trying to steal a moment meant for light. As Jews, we do what we’ve always done. We light the candles anyway. Hanukkah isn’t about ignoring the dark. It’s about defying it. One flame. Then another. More light than hate.
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This!
There are a ton of businesses where the only winner is the landlord.
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After 10+ yrs selling honestly on Amazon, our account was shut with no proof. $115k frozen, $400k inventory lost, $245k bank judgment. Our family of 13 is seeking $1.5M to be made whole. Please watch & share. @AmazonHelp @amazon @amazonnews @ajassy @FTC @JeffBezos
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I think I’ve cracked the code. I finally figured out how to increase revenue by 300%—just by doing a simple rebrand.
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12 Years of Oberlander & Co Don't ask me why, but I just checked my own profile on LinkedIn, and I've noticed something remarkable. We’ve recently crossed the 12-year mark at Oberlander & Co! This is a huge milestone. 👇
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Tax planning isn’t a once-a-year thing. It’s a process — and it should be guided by someone who’s keeping an eye on it all year long.
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Heads-up: Congress is working on a major tax bill. Lots of practical, across-the-board tax cuts are on the table. We’re going through the 389-page (!) proposed bill so you don’t have to... Here’s the thing: real savings don’t happen by accident, and they don’t happen in April.
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Filecabinet CS from Thomson Reuters is being discontinued. See the email below that they sent out.
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And we’re at 32% ✅ Right on track. Not behind. Not too far ahead. Just a steady, healthy pace. Why does this matter? Because being behind = bottlenecks. Being ahead = burnout. We aim to spread the work evenly. And so far, we’re doing just that.
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Here’s the method we use. Super simple, but I haven’t seen others track this way 👇 We define tax season as Feb 1–Sep 15, or 227 days Meaning: Each day = 0.44% of the season. Feb 1 = 0.44% Feb 2 = 0.88% ... Sep 15 = 100% Today is April 10 → Day 69 of 227 → Target is 30.4%
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This morning, I checked in with a few other accountants to see how tax season is going for them. We’ve completed 32% of our returns. Some had more. Some had less. But the real question is: What’s the “right” number? Where should we be holding by now?
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🎯 We’re at 32 over 30.4 This 🧵 is for accountants only. If you're not one, feel free to skip. 😊 Today, we finished the "busy season". I'm using quotation marks since we don’t have a busy season. We spread the workload across the year, so no mad rush or crazy crunch.
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A few weeks ago, someone mentioned in a newsletter about a new app called @WisprFlow that records your voice and turns it into writing. Tweets, blog posts, Slack messages, emails... whatever. At first, I thought, “Why would I need this?” Now? Total game-changer. I just speak,
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The Secret to Success: Execution! Today, let's talk about getting things done. We all know successful people, but what's their secret? How can you reach success? Execution is everything! Ideas are easy. But without execution, they’re worthless. How to Be Productive 🚀 Here’s
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I know it's tax season, but if you want to stay sharp and healthy and you owe it to yourself and your clients, set boundaries. At 6 PM, we close shop. No work and no Twitter, etc. See you in the morning. (This isn't just for accountants; every business owner needs to protect
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💡Related Strategy for S-Corp Shareholders A related strategy to consider: Taking money from your S-Corp above your "basis" is treated as a capital gain. If your taxable income is low enough to qualify for the 0% capital gains rate, this can be a powerful way to extract profits
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