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Creative Accounting and Cooking the Books

It will surprise no one that taxpayers are always looking to minimize their tax bill. It’s the means that is used to minimize the tax bill that gets people in trouble.The biggest hammer the IRS has is a Fraud Referral to the Criminal Investigation Division. The Internal Revenue Manual addresses a number of the actions...
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Back to the Future: How the Power Platform Fits Into Your Business

Those who have been in the corporate world a while should recognize the latest trend in business solutions: business and IT stakeholders are once again building their own. For those of you already using the Office365/Microsoft 365 platform, you probably know that Microsoft strongly believes the next generation of business apps will be developed directly...
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Badges of Fraud

Proving intent is difficult, if not impossible, as it requires an understanding of what the taxpayer was thinking when he understated his tax bill.To address that situation, the IRS has developed a list of factors it calls Badges of Fraud. While no one factor is determinative, a combination of factors or totality of circumstances points...
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Your Tax Audit and the Possibility of Tax Fraud

The IRS is staffing up, the states are in need of money, and every day there is another story of someone who thought they could game the system. Unfortunately, the taxing authorities are not in the mood to play a game. The IRS has added the newly-created Office of Fraud Enforcement and is now training...
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Power BI and Salesforce: Make the Right Connection

In this blog post, I will share my recent experience leveraging Power BI (PBI) to perform analysis on Customer Relationship Management (CRM) data captured using Salesforce, such as performance trends and opportunities for a client. Our client primarily lives in this CRM and has custom reports created using standard and custom objects and fields. The...
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