New York/Connecticut Association of Tax Professionals | Lauren O'Brien-Saunders | Activity https://www.nyctatp.org/members/laurenobriensaunders/activity/ Activity feed for Lauren O'Brien-Saunders. Thu, 09 Apr 2026 04:53:42 -0400 https://buddypress.org/?v= en-US 30 hourly 2 dcc510fca82febd5fffe9fd2a6de19d7 Lauren O'Brien-Saunders started the topic FAFSA Specialist needed in the forum Tax Discussion https://www.nyctatp.org/forums/topic/fafsa-specialist-needed/ Wed, 29 Jan 2020 17:53:05 -0500 Hi –

I’ve got a referral for a CT taxpayer in the midst of a divorce looking for a consult on filing options for FAFSA.

Please let me know if you have experience with this and would like the referral.

Thanks!

]]> 4aca443aadefe78ea95d32f428c38237 Lauren O'Brien-Saunders's profile was updated https://www.nyctatp.org/activity/p/1106/ Wed, 09 Oct 2019 14:04:23 -0400 0 7ed22a5c7bf739579ecb0806a26ac088 Lauren O'Brien-Saunders started the topic CT Registration Requirements in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-registration-requirements/ Wed, 25 Sep 2019 15:10:24 -0400 Maybe this is old news… but it was new to me, so I’ll share. Because the Business Entity Tax has been repealed, new LLCs operating in Connecticut no longer have to complete a CT Reg-1 if they are not collecting sales tax and will have no employees.

This is true for both SMLLCs and LLCs that have elected to be taxed as partnerships. The CT…Read more

]]> 006359c4b1fe70d98ac67713e97c0936 Lauren O'Brien-Saunders started the topic Compilation needed in Newtown - construction industry in the forum Tax Discussion https://www.nyctatp.org/forums/topic/compilation-needed-in-newtown-construction-industry/ Fri, 06 Sep 2019 14:02:25 -0400 I’ve got a client in the construction industry who needs compiled financials for her insurance company. Looking for recommendations as I don’t do any comps/reviews/audits.

Thanks!

]]> cddd89d7cc78402722315038cb566558 Lauren O'Brien-Saunders replied to the topic enQ Experience (IRS Phone System fast path) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/enq-experience-irs-phone-system-fast-path/#post-12377 Fri, 26 Jul 2019 13:52:20 -0400 Thanks for the info, Tom. I had the same experience this morning – Prac Priority Line had 30 – 45 min hold, ENQ line picked up in about 20 seconds. Great tip!

]]> 0f31176e2613170e909822f77f6ae693 Lauren O'Brien-Saunders started the topic Late Profit-Sharing Contribution in the forum Tax Discussion https://www.nyctatp.org/forums/topic/late-profit-sharing-contribution/ Tue, 02 Jul 2019 18:11:54 -0400 Self-employed taxpayer with profit-sharing plan (he is the only beneficiary – no employees) failed to make the plan contribution prior to filing his 2018 tax return. I will amend to remove the contribution.

However, I read that the taxpayer can still go ahead and make the contribution based on his 2018 earnings and it can then be deducted on the…Read more

]]> 113c109978082ba3270f51e6dbde5d5d Lauren O'Brien-Saunders replied to the topic 2019 CT PTE Recharacterization in the forum Tax Discussion https://www.nyctatp.org/forums/topic/2019-ct-pte-recharacterization/#post-8716 Mon, 13 May 2019 15:48:02 -0400 Thanks!

]]> 6614a45afbd0839a3a0a2d96bcba1e82 Lauren O'Brien-Saunders started the topic 2019 CT PTE Recharacterization in the forum Tax Discussion https://www.nyctatp.org/forums/topic/2019-ct-pte-recharacterization/ Fri, 10 May 2019 16:43:15 -0400 Does anyone know if you can recharacterize a personal CT estimate to a PTE payment for 2019? Or was that just for 2018?

]]> 3d9a25386b5805fd08b65e92572851a5 Lauren O'Brien-Saunders replied to the topic Home Office Form 8829 Line 11 Worksheet in the forum Tax Discussion https://www.nyctatp.org/forums/topic/home-office-form-8829-line-11-worksheet/#post-8437 Fri, 10 May 2019 15:34:37 -0400 I wish the Forum posted updates to existing threads…. Tom, I’m just seeing your March question now.

So the CCH calculation was correct? As I said above, I assumed that it was since the amounts matched the amounts I manually calculated

]]> a123cbb7ba83dc34b79796fba893d3a1 Lauren O'Brien-Saunders replied to the topic State Tax-Exempt Interest Percentages in the forum Tax Discussion https://www.nyctatp.org/forums/topic/state-tax-exempt-interest-percentages/#post-6207 Tue, 23 Apr 2019 13:36:02 -0400 May be wishful thinking. I know the firm I used to work at paid for a service that provided this info, but I’ve never seen a free one.

]]> e659fa09f56642706d94ce768fb343dc Lauren O'Brien-Saunders replied to the topic NYS Requests for Additional Information in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-requests-for-additional-information/#post-5641 Wed, 03 Apr 2019 00:45:47 -0400 I got a similar request from NJ today – a new one for me

]]> 56f299b7a91a18f0ecd13397590818af Lauren O'Brien-Saunders replied to the topic Home Office Form 8829 Line 11 Worksheet in the forum Tax Discussion https://www.nyctatp.org/forums/topic/home-office-form-8829-line-11-worksheet/#post-5492 Mon, 25 Mar 2019 21:39:10 -0400 I came across this issue because my software was doing it automatically – putting $0 on the indirect real estate tax line and then adding an amount for direct “excess” real estate tax on line 11.

I went to the form instructions to try to figure out what my software was doing, and I think it is correct. The worksheet for line 11 on page 3 of the…Read more

]]> 76868da3e928984aa1097bec1d661e0b Lauren O'Brien-Saunders replied to the topic 199A deduction for Parkking Lot Rental in the forum Tax Discussion https://www.nyctatp.org/forums/topic/199a-deduction-for-parkking-lot-rental/#post-5202 Sat, 16 Mar 2019 13:32:45 -0400 This exact scenario was used as an example at a seminar I went to, and YES, it absolutely is a qualified business

]]> a7a8143179bb80ac99dc09e35aeb4c62 Lauren O'Brien-Saunders replied to the topic CT PTE tax when member has minimal CT tax liability in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-pte-tax-when-member-has-minimal-ct-tax-liability/#post-3240 Thu, 10 Jan 2019 13:57:38 -0500 Thanks, Emmet – I LOVE starting the day by designing a good spreadsheet 🙂

]]> 93cfab42d4f450d34cfc53e795699020 Lauren O'Brien-Saunders started the topic CT PTE tax when member has minimal CT tax liability in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-pte-tax-when-member-has-minimal-ct-tax-liability/ Wed, 09 Jan 2019 20:18:25 -0500 TP and Spouse have a CT LLC. All of the LLC income is sourced to other states – specifically CA and NY.

After accounting for the CT credit for taxes paid to other states, they are currently in a refund position for 2018 with their CT 1040. However, if I use the “simple” method of calculating PTE tax due for Q4, they should be making a PTE…Read more

]]> a0c13874786eb9766c1e546a93e18961 Lauren O'Brien-Saunders's profile was updated https://www.nyctatp.org/activity/p/445/ Wed, 02 Jan 2019 16:28:04 -0500 0 70024cef889cfd7eae92b9be5ea0b600 Lauren O'Brien-Saunders replied to the topic Credit Card or PayPal in the forum Tax Discussion https://www.nyctatp.org/forums/topic/credit-card-or-paypal-2/#post-2634 Tue, 30 Oct 2018 17:03:50 -0400 Have you nothing better to do on your birthday than this??

Happy birthday, Emmett – I hope you have a fantastic day!

]]> 33827934fda4f3c3538600433fd28ede Lauren O'Brien-Saunders changed their profile picture https://www.nyctatp.org/activity/p/260/ Sun, 28 Oct 2018 20:28:54 -0400 0