I do recall your saying that more than a few times, Elissa! But then what am I to think about this fellow's sister-in-law. Does she still hate genealogists in the afterlife? Harold Henderson, Certified Genealogist ® midwestroots.net Genealogical writing and editing Current research and writing: Mozley 1800-1950 England/PA/WI Lowe 1770-1950 England/NYC/IL Flint/Gedney 1800-1950 IL/MO Thrall 1792-1934 VT/OH/IL On Thu, Mar 16, 2017 at 11:20 AM, Elissa Scalise Powell, CG, CGL < Elissa@powellgenealogy.com> wrote: > I have always said, "They want to be found." > > Elissa > > Elissa Scalise Powell, CG , CGL > www.PowellGenealogy.com > www.GRIPitt.org 25-30 June 2017 and 16-21 July 2017 in Pittsburgh, PA > CG, CGL, and Certified Genealogical Lecturer are service marks of the > Board for Certification of Genealogists, used under license by board > certificants after periodic evaluations. Certified Genealogist and the > board name are trademarks registered in the US Patent and Trademark Office. > > -----Original Message----- > From: TRANSITIONAL-GENEALOGISTS-FORUM [mailto:transitional- > genealogists-forum-bounces@rootsweb.com] On Behalf Of Harold Henderson > Sent: Thursday, March 16, 2017 11:41 AM > To: Transitional Genealogists <transitional-genealogists- > forum@rootsweb.com> > Subject: [TGF] serendipity squared ;-) > > This morning I worked a while on an old Chicago family (Lowe), one line of > which ended up in East Chicago, Lake County, Indiana, one of whose members > died in Michigan City, La Porte County, Indiana. I discovered this about > half an hour before we had to run errands in La Porte, where I obtained a > copy of the obituary. If only every relative and quasi-relative worked that > well! > > (I decided not to post this on Facebook and put it here where at least > those who see it will appreciate the improbabilities.) > > Harold > > > Harold Henderson, Certified Genealogist ® midwestroots.net Genealogical > writing and editing Current research: Boren 1750-1840 PA, Flint/Gedney > 1800-1950 IL/MO, Thrall 1792-1934 VT/OH/IL > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the message > > > >

Hooray! And don’t we wish! Cari A. Taplin, CG GenealogyPANTS Pflugerville, Texas Who wears the PANTS in your family? Now booking for 2017 and 2018 speaking engagements! www.genealogypants.com <http://www.genealogypants.com/> The words Certified Genealogist are a registered certification mark, and the designation CG a proprietary service mark, of the Board for Certification of Genealogists®, used under license by authorized associates following peer-reviewed competency evaluations. Certificate No. 1058, expires 24 February 2020. > On Mar 16, 2017, at 10:41 AM, Harold Henderson <librarytraveler@gmail.com> wrote: > > This morning I worked a while on an old Chicago family (Lowe), one line of > which ended up in East Chicago, Lake County, Indiana, one of whose members > died in Michigan City, La Porte County, Indiana. I discovered this about > half an hour before we had to run errands in La Porte, where I obtained a > copy of the obituary. If only every relative and quasi-relative worked that > well! > > (I decided not to post this on Facebook and put it here where at least > those who see it will appreciate the improbabilities.) > > Harold > > > Harold Henderson, Certified Genealogist ® midwestroots.net > Genealogical writing and editing > Current research: Boren 1750-1840 PA, > Flint/Gedney 1800-1950 IL/MO, Thrall 1792-1934 VT/OH/IL > > ------------------------------- > To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

Whoo Hoo!! Melinda Henningfield, Certified Genealogist® Ashland, Oregon *The words Certified Genealogist are a registered service mark and the designation CG a proprietary service mark of the Board for Certification of Genealogists®, used under license by authorized associates after periodic competency evaluations.*

This morning I worked a while on an old Chicago family (Lowe), one line of which ended up in East Chicago, Lake County, Indiana, one of whose members died in Michigan City, La Porte County, Indiana. I discovered this about half an hour before we had to run errands in La Porte, where I obtained a copy of the obituary. If only every relative and quasi-relative worked that well! (I decided not to post this on Facebook and put it here where at least those who see it will appreciate the improbabilities.) Harold Harold Henderson, Certified Genealogist ® midwestroots.net Genealogical writing and editing Current research: Boren 1750-1840 PA, Flint/Gedney 1800-1950 IL/MO, Thrall 1792-1934 VT/OH/IL

I love serendipity! And I hope that was one, long, information-rich obituary you found this morning. :) Years ago, I happened to be at the local FHC when someone stopped by to search for death information for a woman with an unknown married name. In the course of our conversation, I learned the woman had been buried in a particular section of Waldheim (Chicago) and I just happened to have a scanned list of burials for that section stored in the cloud--exactly what we needed to solve the mystery. What were the chances? And yet, it happened! "Serendipity squared!" Cyndy Richardson Orange County, California

All who responded to my request provided useful, very helpful information, and I am grateful for your time and help. Within the next few days I will respond individually to all who wrote. Thank you, Fran FWP --- This email has been checked for viruses by Avast antivirus software. https://www.avast.com/antivirus

Hi Fran, You are right to question that the will is for the same man who executed the deeds. Is the will copy of the /original/ or is it a copy from a will book? If you have a copy of the original, is the signature on the will different from the handwriting in the will or is the writing the same throughout? If the handwriting is the same throughout, then either the testator was the scribe or someone else was. The deeds signed with a mark indicate that particular William West was not capable of scribing a will. Do any of his deeds identify him as "William N. West" or is the will the only document using that name? Do the devises in the will agree with the land he owned when he died? Are there extant estate papers for William West or William N. West? Just some thoughts, Kathy On 3/10/2017 10:02 AM, Fran West-Powe wrote: > Given to me was a large number of deeds from Bladen Co., NC > involving transactions to and/or from William WEST covering the > years approximately 1790-1830. > > My question: in all the deeds, William used his mark but in his will > William signed his name as William N. West. Is it usual for one man > to use, all his adult life, his mark then use a signed name to his > will? > > I hope this question is clear? > > Many thanks. > > FWP > > Fran > > > > --- > This email has been checked for viruses by Avast antivirus software. > https://www.avast.com/antivirus > > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the > message >

Given to me was a large number of deeds from Bladen Co., NC involving transactions to and/or from William WEST covering the years approximately 1790-1830. My question: in all the deeds, William used his mark but in his will William signed his name as William N. West. Is it usual for one man to use, all his adult life, his mark then use a signed name to his will? I hope this question is clear? Many thanks. FWP Fran --- This email has been checked for viruses by Avast antivirus software. https://www.avast.com/antivirus

>From here: http://mars.archives.ncdcr.gov/BasicSearch.aspx the original will does not survive, only the will book copy. If you look at the recorded copy here: https://familysearch.org/ark:/61903/3:1:939L-JWS8-JD It states "his" and "mark" above and below the actual mark. While it *might* be an N, that is not clear. More likely that the clerk misread from the original will, and that his mark was a W. Rick Saunders -----Original Message----- >From: Fran West-Powe <fwestpowe@gmail.com> >Sent: Mar 10, 2017 8:02 AM >To: TRANSITIONAL-GENEALOGISTS-FORUM@rootsweb.com >Subject: [TGF] Need help with Bladen, NC deeds > >Given to me was a large number of deeds from Bladen Co., NC involving >transactions to and/or from William WEST covering the years >approximately 1790-1830. > >My question: in all the deeds, William used his mark but in his will >William signed his name as William N. West. Is it usual for one man to >use, all his adult life, his mark then use a signed name to his will? > >I hope this question is clear? > >Many thanks. > >FWP > >Fran > > >

Thank you for the very comprehensive response, Dee. I stand corrected. Sherry Chapman 1 Stop Genealogy℠ www.1StopGenealogy.com  860-209-7070         In the News:Follow this link to read the Hartford Courant's feature article on 1 Stop Genealogy   From: DDK CG <king@forensicgenealogyservices.com> To: Sherry Chapman <sherry1chapman@yahoo.com> Cc: transitional-genealogists-forum@rootsweb.com; Teresa Kahle <teresa@theintrepidsleuth.com> Sent: Tuesday, March 7, 2017 6:40 PM Subject: Re: [TGF] TRANSITIONAL-GENEALOGISTS-FORUM Digest, Vol 11, Issue 38 - Tax questions about the other side For those following the thread, the codes IRS asks us to use on Schedule C are the NAICS codes. Sherry, 812990 is on the form you referred us to, page 18.  From the bottom left corner, look up the page just above "Repair & Maintenance" header.  The chart is confusing as it is not in numerical order. The examples I provided are specific businesses for which NAICS code 541990 have been assigned, cut and pasted from the NAICS government website.  NAICS codes are not "intended to be illustrative and not all inclusive."  Each code refers to specific businesses assigned to that code. Genealogical investigative services by definition would include analysis and writing, and any other activity connected to it - making appropriate family charts, DNA testing and research for kinship determination, testifying in court for the forensic genealogist, etc. We are free to use whatever codes we wish on Schedule C; no one is going to audit what code we use. That line on Schedule C is like a business census in which we report what kind of business we have and the schedule provides the correlated income and expenses. >From the SBA website:  "The North American Industry Classification System (NAICS) classifies business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. economy. The NAICS industry codes define establishments based on the activities in which they are primarily engaged."  Not individual tasks within the primary business activity. Maybe one of these days professional genealogy will reach the stage where it is recognized in Professional, Scientific, and Technical Services along with those businesses assigned to NAICS 541900.  https://www.bls.gov/oes/current/naics4_541900.htm But for now, genealogical services are classified in the broad code 812990. best regards, Dee On 2017-03-07 16:29, Sherry Chapman wrote: > Yes, Dee Dee, as you point out, there is an NAICS code specific to > genealogical investigative services (812990), but I understood > Teresa's question to relate specifically to federal tax filing, and > that code is not listed as an option for Schedule C. See pages C-17 > and C-18 of the Schedule C instructions: > https://www.irs.gov/pub/irs-pdf/i1040sc.pdf > > I agree that 541990 is a non-specific catch-all category not perfectly > suited to the profession, but it seems in my opinion to be the best > fit for Schedule C. The examples you provided may have been intended > to be illustrative and not all inclusive. I haven't tackled my federal > taxes this year but as I recall my tax program gives me a drop-down > menu option to choose a business activity code that is prepopulated > with the codes in the instruction form, and 812990 is not an option. I > don't know if there is an override, but I've used 541990 for years now > without a problem. I might even argue that the broader category, > though non-specific, better captures the services I perform as a > professional genealogist. The activity for 812990 (genealogical > investigative services) is rather narrow in that it does not recognize > analysis or writing for example, which we all spend a great deal of > time on. However, I am not a tax professional. Someone mentioned in an > SBA workshop I attended this morning that you can call Dr. NAICS if > you have questions regarding the appropriate code to use. This is the > number they provided: 1-888-756-2427. > > I absolutely concur that with federal Department of Defense or > repatriation work you may have other issues to consider. My comments > are limited to my experience with Schedule C. > > Sherry Chapman > 1 Stop Genealogy℠ > www.1StopGenealogy.com [1] > 860-209-7070 > >  [2]  [3]  [4]  [5] > > In the News: > Follow this link to read the Hartford Courant's feature article on 1 > Stop Genealogy  [6] > > ------------------------- >  FROM: "Dee Dee King, Certified Genealogist" > <king@forensicgenealogyservices.com> > TO: transitional-genealogists-forum@rootsweb.com; Teresa Kahle > <teresa@theintrepidsleuth.com> > SENT: Tuesday, March 7, 2017 3:53 PM > SUBJECT: Re: [TGF] TRANSITIONAL-GENEALOGISTS-FORUM Digest, Vol 11, > Issue 38 > > If you go to the actual NAICS site and enter the terms genealogy or > genealogical, the NAICS site generates the 2017 code 812990 - > genealogical > investigative services.  https://www.naics.com/naics-search-results/ > > Folks should be careful about choosing a NAICS code that accurately > represents > the business fields or services.  Sometimes you have to drill down > through the > layers to find all businesses covered under a particular code. > > Might not be too worrisome in general practice where no one will ever > verify the > NAICS code to the actual services provided.  However, accuracy is very > important > if the professional ever signs up to FedBizOpps or other databases as > potential > contractors for governmental entities. > > Dee > >> On March 7, 2017 at 2:38 PM "Dee Dee King, Certified Genealogist" >> <king@forensicgenealogyservices.com> wrote: >> >> >> Not sure that NAICS 541990 cover professional genealogy services: >> * Appraisal (except real estate) services >> * Arbitration and conciliation services (except by attorney, > paralegal) >> * Business brokers (except real estate brokers) >> * Commodity inspection services >> * Consumer credit counseling services >> * Credit repair (i.e., counseling) services, consumer >> * Electronic communication verification content services >> * Estate assessment (i.e., appraisal) services >> * Handwriting analysis services >> * Handwriting expert services >> * Marine surveyor (i.e., ship appraiser) services >> * Mediation product services (except by lawyer, attorney, paralegal > offices, >> family and social services) >> * Meteorological services >> * Patent broker services (i.e., patent marketing services) >> * Patrolling (i.e., visual inspection) of electric transmission or > gas lines >> * Pipeline inspection (i.e., visual) services >> * Power line inspection (i.e., visual) services >> * Quantity surveyor services >> * Weather forecasting services >> Surce: >> > http://siccode.com/en/naicscodes/541990/all-other-professional-scientific-and-technical-services-1 >> >> > On March 7, 2017 at 9:58 AM Teresa Kahle > <teresa@theintrepidsleuth.com> >> > wrote: >> > >> > >> > Thanks Sherry, I think that code is more in line with what we do > than the >> > service industry one. >> > >> > And thank you everyone who responded, one less thing to take time > away from >> > research and writing. >> > >> > Teresa S. Kahle

Yes, Dee Dee, as you point out, there is an NAICS code specific to genealogical investigative services (812990), but I understood Teresa's question to relate specifically to federal tax filing, and that code is not listed as an option for Schedule C. See pages C-17 and C-18 of the Schedule C instructions: https://www.irs.gov/pub/irs-pdf/i1040sc.pdf  I agree that 541990 is a non-specific catch-all category not perfectly suited to the profession, but it seems in my opinion to be the best fit for Schedule C. The examples you provided may have been intended to be illustrative and not all inclusive. I haven't tackled my federal taxes this year but as I recall my tax program gives me a drop-down menu option to choose a business activity code that is prepopulated with the codes in the instruction form, and 812990 is not an option. I don't know if there is an override, but I've used 541990 for years now without a problem. I might even argue that the broader category, though non-specific, better captures the services I perform as a professional genealogist. The activity for 812990 (genealogical investigative services) is rather narrow in that it does not recognize analysis or writing for example, which we all spend a great deal of time on. However, I am not a tax professional. Someone mentioned in an SBA workshop I attended this morning that you can call Dr. NAICS if you have questions regarding the appropriate code to use. This is the number they provided: 1-888-756-2427. I absolutely concur that with federal Department of Defense or repatriation work you may have other issues to consider. My comments are limited to my experience with Schedule C.  Sherry Chapman 1 Stop Genealogy℠ www.1StopGenealogy.com  860-209-7070         In the News:Follow this link to read the Hartford Courant's feature article on 1 Stop Genealogy   From: "Dee Dee King, Certified Genealogist" <king@forensicgenealogyservices.com> To: transitional-genealogists-forum@rootsweb.com; Teresa Kahle <teresa@theintrepidsleuth.com> Sent: Tuesday, March 7, 2017 3:53 PM Subject: Re: [TGF] TRANSITIONAL-GENEALOGISTS-FORUM Digest, Vol 11, Issue 38 If you go to the actual NAICS site and enter the terms genealogy or genealogical, the NAICS site generates the 2017 code 812990 - genealogical investigative services.  https://www.naics.com/naics-search-results/ Folks should be careful about choosing a NAICS code that accurately represents the business fields or services.  Sometimes you have to drill down through the layers to find all businesses covered under a particular code. Might not be too worrisome in general practice where no one will ever verify the NAICS code to the actual services provided.  However, accuracy is very important if the professional ever signs up to FedBizOpps or other databases as potential contractors for governmental entities. Dee > On March 7, 2017 at 2:38 PM "Dee Dee King, Certified Genealogist" > <king@forensicgenealogyservices.com> wrote: > > > Not sure that NAICS 541990 cover professional genealogy services: > * Appraisal (except real estate) services > * Arbitration and conciliation services (except by attorney, paralegal) > * Business brokers (except real estate brokers) > * Commodity inspection services > * Consumer credit counseling services > * Credit repair (i.e., counseling) services, consumer > * Electronic communication verification content services > * Estate assessment (i.e., appraisal) services > * Handwriting analysis services > * Handwriting expert services > * Marine surveyor (i.e., ship appraiser) services > * Mediation product services (except by lawyer, attorney, paralegal offices, > family and social services) > * Meteorological services > * Patent broker services (i.e., patent marketing services) > * Patrolling (i.e., visual inspection) of electric transmission or gas lines > * Pipeline inspection (i.e., visual) services > * Power line inspection (i.e., visual) services > * Quantity surveyor services > * Weather forecasting services > Surce: > http://siccode.com/en/naicscodes/541990/all-other-professional-scientific-and-technical-services-1 > > > On March 7, 2017 at 9:58 AM Teresa Kahle <teresa@theintrepidsleuth.com> > > wrote: > > > > > > Thanks Sherry, I think that code is more in line with what we do than the > > service industry one. > > > > And thank you everyone who responded, one less thing to take time away from > > research and writing. > > > > Teresa S. Kahle > > The Intrepid Sleuth > > www.theintrepidsleuth.com > > > > “They who are indifferent as to their origin will likely be careless of > > their > > destiny.” - Edward W. Spangler, 1896 > > > > > > > > > > > > > > > > > > > > > > ------------------------------- > > To unsubscribe from the list, please send an email to > > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > > 'unsubscribe' without the quotes in the subject and the body of the message > -- > Dee Dee King, Certified Genealogist > Forensic Genealogy Services LLC > and Contract Genealogist, US Navy Casualty, POW/MIA Branch > > Mail address - PO Box 1085, Manvel TX 77578 > Telephone/fax 281-595-3090 > www.forensicgenealogyservices.com > www.facebook.com/forensicgenealogist > > CG is a service mark and Certified Genealogist is a registered > certification mark of the Board for Certification of Genealogists, > used under license by board certificants after periodic competency > evaluations, and the board name is registered in the US Patent & > Trademark Office. > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the message -- Dee Dee King, Certified Genealogist Forensic Genealogy Services LLC and Contract Genealogist, US Navy Casualty, POW/MIA Branch Mail address - PO Box 1085, Manvel TX 77578 Telephone/fax 281-595-3090 www.forensicgenealogyservices.com www.facebook.com/forensicgenealogist CG is a service mark and Certified Genealogist is a registered certification mark of the Board for Certification of Genealogists, used under license by board certificants after periodic competency evaluations, and the board name is registered in the US Patent & Trademark Office. ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

812990 it is! Thanks everyone for your patience and knowledge. Teresa S. Kahle The Intrepid Sleuth www.theintrepidsleuth.com “They who are indifferent as to their origin will likely be careless of their destiny.” - Edward W. Spangler, 1896

Dave, Thank you for the many occasions you have shared your extensive business expertise with the TGF. Kathy On 3/7/2017 7:46 PM, Dave Liesse wrote: > Some input here from the tax professional (that's me): > > 1. I would say 812990 is the more appropriate code. The debate in > our discipline notwithstanding, we're not considered a "profession" > by most others and genealogical research doesn't really fall into > the 514 series. Incidentally, the NCIS Manual is available at > https://www.census.gov/eos/www/naics/ if anyone would like more > details than just the list in the IRS instructions and > publications. (As a side note, if you ever get in a dispute with > the IRS their own instructions and publications are NOT considered > valid authority; refer to the Internal Revenue Code itself for > guidance.) > > 2. For tax purposes, books are generally non-depreciable assets > because they have no specific useful life. I carry my own (the more > spendy ones, anyway) as assets on the books, but that's just for the > additional practice with depreciation and to give myself some NDAs > to test my software from year to year. It's much easier to treat > them as expensed items from the start. > > 3. You'll want to check every year on whether computer software is > eligible for the 179 deduction. It is no longer eligible for > "special depreciation," but that can change with the whims of the > Congress. Again, most of it can be expensed but if you want to > depreciate it, it has a 3-year asset life for tax purposes. > > 4. All income of any nature must be reported, of course. Where you > record the expense is highly flexible (in the long run there is no > penalty if you report an expense in the wrong category on a tax > return unless it has a material effect). If you actually purchase a > document and provide it to the client then you could make a case for > recording it as Cost of Goods sold. I'd be more likely to just > include it in "other expenses" -- suitably listed in the statement, > of course. A good catch-all phrase is "reimbursable expenses," but > that will work only if you itemize such reimbursable expenses on the > client invoice. If you don't then they're still deductible but > since you're not being specifically reimbursed you need to put them > somewhere else. Again, it makes no real difference in the end, but > if you happen to get audited and get one of the (very few) > unreasonable examiners you'll win but not until after a good fight. > > For those on the list who are APG members, their very first webinar > was produced by my colleague from the other side of the country, > James Beidler, whose full-time job also is Enrolled Agent; this > webinar is "Tax Considerations for Your Genealogy Business." It's a > few years old, now, but still mostly valid. Later this year you can > expect "Accounting for Genealogists," currently being designed by > Yours Truly. This might end up being a two-part series, but we'll > see; I won't be putting a *lot* of time into it until after tax season! > > If anyone has any specific tax or accounting questions you don't > want to air in public, feel free to contact me directly. No charge > for quick answers. > > Dave Liesse, EA > Skingco Services, LLC (my current company) > Central Tax & Business Services (the company I'm in the process of > acquiring) > > > > On 3/6/2017 09:08, Teresa Kahle wrote: >> Hello to all, >> >> Last year I transitioned to taking clients and now I am trying to >> get my taxes done. I have a few questions specific to our >> profession. (Preliminary data show I made a profit!) >> >> I am a single owner LLC, have no employees, office at home, nothing >> fancy going on. >> >> I used to work for H&R Block many, many years ago so know the >> basics and I’ve read all the relevant IRS Publications, but am >> nervous this being my first time to file for this business. >> >> 1. What Professional Activity Code do you use? >> >> 2. How do you deduct books? I’ve bought a ton of books this year. >> Some I am deducting as “Business start-up costs” but am not sure if >> the others are business deductions, 179 deductions, or if I need to >> depreciate them. The question seems to be is the book’s usefulness >> greater or less than one year? Do any of you go the depreciation >> route? >> >> 3. How do you deduct computer software? It appears to be a 179 >> deduction? >> >> 4. Where do you include the cost of obtaining certified records or >> DAR record copies or the cost of DNA testing you paid for on behalf >> of the client? >> >> >> Thank you for any advice you can give, >> >> >> Teresa S. Kahle >> The Intrepid Sleuth >> www.theintrepidsleuth.com >> >> “They who are indifferent as to their origin will likely be >> careless of their destiny.” - Edward W. Spangler, 1896 >> >> >> >> >> >> >> >> >> >> >> ------------------------------- >> To unsubscribe from the list, please send an email to >> TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word >> 'unsubscribe' without the quotes in the subject and the body of the >> message > > > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the > message

For those following the thread, the codes IRS asks us to use on Schedule C are the NAICS codes. Sherry, 812990 is on the form you referred us to, page 18. From the bottom left corner, look up the page just above "Repair & Maintenance" header. The chart is confusing as it is not in numerical order. The examples I provided are specific businesses for which NAICS code 541990 have been assigned, cut and pasted from the NAICS government website. NAICS codes are not "intended to be illustrative and not all inclusive." Each code refers to specific businesses assigned to that code. Genealogical investigative services by definition would include analysis and writing, and any other activity connected to it - making appropriate family charts, DNA testing and research for kinship determination, testifying in court for the forensic genealogist, etc. We are free to use whatever codes we wish on Schedule C; no one is going to audit what code we use. That line on Schedule C is like a business census in which we report what kind of business we have and the schedule provides the correlated income and expenses. From the SBA website: "The North American Industry Classification System (NAICS) classifies business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. economy. The NAICS industry codes define establishments based on the activities in which they are primarily engaged." Not individual tasks within the primary business activity. Maybe one of these days professional genealogy will reach the stage where it is recognized in Professional, Scientific, and Technical Services along with those businesses assigned to NAICS 541900. https://www.bls.gov/oes/current/naics4_541900.htm But for now, genealogical services are classified in the broad code 812990. best regards, Dee On 2017-03-07 16:29, Sherry Chapman wrote: > Yes, Dee Dee, as you point out, there is an NAICS code specific to > genealogical investigative services (812990), but I understood > Teresa's question to relate specifically to federal tax filing, and > that code is not listed as an option for Schedule C. See pages C-17 > and C-18 of the Schedule C instructions: > https://www.irs.gov/pub/irs-pdf/i1040sc.pdf > > I agree that 541990 is a non-specific catch-all category not perfectly > suited to the profession, but it seems in my opinion to be the best > fit for Schedule C. The examples you provided may have been intended > to be illustrative and not all inclusive. I haven't tackled my federal > taxes this year but as I recall my tax program gives me a drop-down > menu option to choose a business activity code that is prepopulated > with the codes in the instruction form, and 812990 is not an option. I > don't know if there is an override, but I've used 541990 for years now > without a problem. I might even argue that the broader category, > though non-specific, better captures the services I perform as a > professional genealogist. The activity for 812990 (genealogical > investigative services) is rather narrow in that it does not recognize > analysis or writing for example, which we all spend a great deal of > time on. However, I am not a tax professional. Someone mentioned in an > SBA workshop I attended this morning that you can call Dr. NAICS if > you have questions regarding the appropriate code to use. This is the > number they provided: 1-888-756-2427. > > I absolutely concur that with federal Department of Defense or > repatriation work you may have other issues to consider. My comments > are limited to my experience with Schedule C. > > Sherry Chapman > 1 Stop Genealogy℠ > www.1StopGenealogy.com [1] > 860-209-7070 > > [2] [3] [4] [5] > > In the News: > Follow this link to read the Hartford Courant's feature article on 1 > Stop Genealogy [6] > > ------------------------- > FROM: "Dee Dee King, Certified Genealogist" > <king@forensicgenealogyservices.com> > TO: transitional-genealogists-forum@rootsweb.com; Teresa Kahle > <teresa@theintrepidsleuth.com> > SENT: Tuesday, March 7, 2017 3:53 PM > SUBJECT: Re: [TGF] TRANSITIONAL-GENEALOGISTS-FORUM Digest, Vol 11, > Issue 38 > > If you go to the actual NAICS site and enter the terms genealogy or > genealogical, the NAICS site generates the 2017 code 812990 - > genealogical > investigative services. https://www.naics.com/naics-search-results/ > > Folks should be careful about choosing a NAICS code that accurately > represents > the business fields or services. Sometimes you have to drill down > through the > layers to find all businesses covered under a particular code. > > Might not be too worrisome in general practice where no one will ever > verify the > NAICS code to the actual services provided. However, accuracy is very > important > if the professional ever signs up to FedBizOpps or other databases as > potential > contractors for governmental entities. > > Dee > >> On March 7, 2017 at 2:38 PM "Dee Dee King, Certified Genealogist" >> <king@forensicgenealogyservices.com> wrote: >> >> >> Not sure that NAICS 541990 cover professional genealogy services: >> * Appraisal (except real estate) services >> * Arbitration and conciliation services (except by attorney, > paralegal) >> * Business brokers (except real estate brokers) >> * Commodity inspection services >> * Consumer credit counseling services >> * Credit repair (i.e., counseling) services, consumer >> * Electronic communication verification content services >> * Estate assessment (i.e., appraisal) services >> * Handwriting analysis services >> * Handwriting expert services >> * Marine surveyor (i.e., ship appraiser) services >> * Mediation product services (except by lawyer, attorney, paralegal > offices, >> family and social services) >> * Meteorological services >> * Patent broker services (i.e., patent marketing services) >> * Patrolling (i.e., visual inspection) of electric transmission or > gas lines >> * Pipeline inspection (i.e., visual) services >> * Power line inspection (i.e., visual) services >> * Quantity surveyor services >> * Weather forecasting services >> Surce: >> > http://siccode.com/en/naicscodes/541990/all-other-professional-scientific-and-technical-services-1 >> >> > On March 7, 2017 at 9:58 AM Teresa Kahle > <teresa@theintrepidsleuth.com> >> > wrote: >> > >> > >> > Thanks Sherry, I think that code is more in line with what we do > than the >> > service industry one. >> > >> > And thank you everyone who responded, one less thing to take time > away from >> > research and writing. >> > >> > Teresa S. Kahle

Some input here from the tax professional (that's me): 1. I would say 812990 is the more appropriate code. The debate in our discipline notwithstanding, we're not considered a "profession" by most others and genealogical research doesn't really fall into the 514 series. Incidentally, the NCIS Manual is available at https://www.census.gov/eos/www/naics/ if anyone would like more details than just the list in the IRS instructions and publications. (As a side note, if you ever get in a dispute with the IRS their own instructions and publications are NOT considered valid authority; refer to the Internal Revenue Code itself for guidance.) 2. For tax purposes, books are generally non-depreciable assets because they have no specific useful life. I carry my own (the more spendy ones, anyway) as assets on the books, but that's just for the additional practice with depreciation and to give myself some NDAs to test my software from year to year. It's much easier to treat them as expensed items from the start. 3. You'll want to check every year on whether computer software is eligible for the 179 deduction. It is no longer eligible for "special depreciation," but that can change with the whims of the Congress. Again, most of it can be expensed but if you want to depreciate it, it has a 3-year asset life for tax purposes. 4. All income of any nature must be reported, of course. Where you record the expense is highly flexible (in the long run there is no penalty if you report an expense in the wrong category on a tax return unless it has a material effect). If you actually purchase a document and provide it to the client then you could make a case for recording it as Cost of Goods sold. I'd be more likely to just include it in "other expenses" -- suitably listed in the statement, of course. A good catch-all phrase is "reimbursable expenses," but that will work only if you itemize such reimbursable expenses on the client invoice. If you don't then they're still deductible but since you're not being specifically reimbursed you need to put them somewhere else. Again, it makes no real difference in the end, but if you happen to get audited and get one of the (very few) unreasonable examiners you'll win but not until after a good fight. For those on the list who are APG members, their very first webinar was produced by my colleague from the other side of the country, James Beidler, whose full-time job also is Enrolled Agent; this webinar is "Tax Considerations for Your Genealogy Business." It's a few years old, now, but still mostly valid. Later this year you can expect "Accounting for Genealogists," currently being designed by Yours Truly. This might end up being a two-part series, but we'll see; I won't be putting a *lot* of time into it until after tax season! If anyone has any specific tax or accounting questions you don't want to air in public, feel free to contact me directly. No charge for quick answers. Dave Liesse, EA Skingco Services, LLC (my current company) Central Tax & Business Services (the company I'm in the process of acquiring) On 3/6/2017 09:08, Teresa Kahle wrote: > Hello to all, > > Last year I transitioned to taking clients and now I am trying to get my taxes done. I have a few questions specific to our profession. (Preliminary data show I made a profit!) > > I am a single owner LLC, have no employees, office at home, nothing fancy going on. > > I used to work for H&R Block many, many years ago so know the basics and I’ve read all the relevant IRS Publications, but am nervous this being my first time to file for this business. > > 1. What Professional Activity Code do you use? > > 2. How do you deduct books? I’ve bought a ton of books this year. Some I am deducting as “Business start-up costs” but am not sure if the others are business deductions, 179 deductions, or if I need to depreciate them. The question seems to be is the book’s usefulness greater or less than one year? Do any of you go the depreciation route? > > 3. How do you deduct computer software? It appears to be a 179 deduction? > > 4. Where do you include the cost of obtaining certified records or DAR record copies or the cost of DNA testing you paid for on behalf of the client? > > > Thank you for any advice you can give, > > > Teresa S. Kahle > The Intrepid Sleuth > www.theintrepidsleuth.com > > “They who are indifferent as to their origin will likely be careless of their destiny.” - Edward W. Spangler, 1896 > > > > > > > > > > > ------------------------------- > To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

If you go to the actual NAICS site and enter the terms genealogy or genealogical, the NAICS site generates the 2017 code 812990 - genealogical investigative services. https://www.naics.com/naics-search-results/ Folks should be careful about choosing a NAICS code that accurately represents the business fields or services. Sometimes you have to drill down through the layers to find all businesses covered under a particular code. Might not be too worrisome in general practice where no one will ever verify the NAICS code to the actual services provided. However, accuracy is very important if the professional ever signs up to FedBizOpps or other databases as potential contractors for governmental entities. Dee > On March 7, 2017 at 2:38 PM "Dee Dee King, Certified Genealogist" > <king@forensicgenealogyservices.com> wrote: > > > Not sure that NAICS 541990 cover professional genealogy services: > * Appraisal (except real estate) services > * Arbitration and conciliation services (except by attorney, paralegal) > * Business brokers (except real estate brokers) > * Commodity inspection services > * Consumer credit counseling services > * Credit repair (i.e., counseling) services, consumer > * Electronic communication verification content services > * Estate assessment (i.e., appraisal) services > * Handwriting analysis services > * Handwriting expert services > * Marine surveyor (i.e., ship appraiser) services > * Mediation product services (except by lawyer, attorney, paralegal offices, > family and social services) > * Meteorological services > * Patent broker services (i.e., patent marketing services) > * Patrolling (i.e., visual inspection) of electric transmission or gas lines > * Pipeline inspection (i.e., visual) services > * Power line inspection (i.e., visual) services > * Quantity surveyor services > * Weather forecasting services > Surce: > http://siccode.com/en/naicscodes/541990/all-other-professional-scientific-and-technical-services-1 > > > On March 7, 2017 at 9:58 AM Teresa Kahle <teresa@theintrepidsleuth.com> > > wrote: > > > > > > Thanks Sherry, I think that code is more in line with what we do than the > > service industry one. > > > > And thank you everyone who responded, one less thing to take time away from > > research and writing. > > > > Teresa S. Kahle > > The Intrepid Sleuth > > www.theintrepidsleuth.com > > > > “They who are indifferent as to their origin will likely be careless of > > their > > destiny.” - Edward W. Spangler, 1896 > > > > > > > > > > > > > > > > > > > > > > ------------------------------- > > To unsubscribe from the list, please send an email to > > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > > 'unsubscribe' without the quotes in the subject and the body of the message > -- > Dee Dee King, Certified Genealogist > Forensic Genealogy Services LLC > and Contract Genealogist, US Navy Casualty, POW/MIA Branch > > Mail address - PO Box 1085, Manvel TX 77578 > Telephone/fax 281-595-3090 > www.forensicgenealogyservices.com > www.facebook.com/forensicgenealogist > > CG is a service mark and Certified Genealogist is a registered > certification mark of the Board for Certification of Genealogists, > used under license by board certificants after periodic competency > evaluations, and the board name is registered in the US Patent & > Trademark Office. > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the message -- Dee Dee King, Certified Genealogist Forensic Genealogy Services LLC and Contract Genealogist, US Navy Casualty, POW/MIA Branch Mail address - PO Box 1085, Manvel TX 77578 Telephone/fax 281-595-3090 www.forensicgenealogyservices.com www.facebook.com/forensicgenealogist CG is a service mark and Certified Genealogist is a registered certification mark of the Board for Certification of Genealogists, used under license by board certificants after periodic competency evaluations, and the board name is registered in the US Patent & Trademark Office.

OK, I received the original question and the Thank you for the responses, but I received no responses. What is the code most are using? Nancy -----Original Message----- Subject: Re: [TGF] TRANSITIONAL-GENEALOGISTS-FORUM Digest, Vol 11, Issue 38 Thanks Sherry, I think that code is more in line with what we do than the service industry one. And thank you everyone who responded, one less thing to take time away from research and writing. Teresa S. Kahle The Intrepid Sleuth www.theintrepidsleuth.com “They who are indifferent as to their origin will likely be careless of their destiny.” - Edward W. Spangler, 1896

Not sure that NAICS 541990 cover professional genealogy services: * Appraisal (except real estate) services * Arbitration and conciliation services (except by attorney, paralegal) * Business brokers (except real estate brokers) * Commodity inspection services * Consumer credit counseling services * Credit repair (i.e., counseling) services, consumer * Electronic communication verification content services * Estate assessment (i.e., appraisal) services * Handwriting analysis services * Handwriting expert services * Marine surveyor (i.e., ship appraiser) services * Mediation product services (except by lawyer, attorney, paralegal offices, family and social services) * Meteorological services * Patent broker services (i.e., patent marketing services) * Patrolling (i.e., visual inspection) of electric transmission or gas lines * Pipeline inspection (i.e., visual) services * Power line inspection (i.e., visual) services * Quantity surveyor services * Weather forecasting services Surce: http://siccode.com/en/naicscodes/541990/all-other-professional-scientific-and-technical-services-1 > On March 7, 2017 at 9:58 AM Teresa Kahle <teresa@theintrepidsleuth.com> wrote: > > > Thanks Sherry, I think that code is more in line with what we do than the > service industry one. > > And thank you everyone who responded, one less thing to take time away from > research and writing. > > Teresa S. Kahle > The Intrepid Sleuth > www.theintrepidsleuth.com > > “They who are indifferent as to their origin will likely be careless of their > destiny.” - Edward W. Spangler, 1896 > > > > > > > > > > > ------------------------------- > To unsubscribe from the list, please send an email to > TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word > 'unsubscribe' without the quotes in the subject and the body of the message -- Dee Dee King, Certified Genealogist Forensic Genealogy Services LLC and Contract Genealogist, US Navy Casualty, POW/MIA Branch Mail address - PO Box 1085, Manvel TX 77578 Telephone/fax 281-595-3090 www.forensicgenealogyservices.com www.facebook.com/forensicgenealogist CG is a service mark and Certified Genealogist is a registered certification mark of the Board for Certification of Genealogists, used under license by board certificants after periodic competency evaluations, and the board name is registered in the US Patent & Trademark Office.

Rebecca, Just in case you haven't considered some of the following: - Facebook: You mention several languages with which you are familiar. Check out relevant Facebook genealogy groups and respond to posts. This will allow you to practice your genealogical skills and make you visible to potential clients. - Write! Genealogical societies welcome submissions to their publications. Although they often don't pay, you will have the opportunity to practice writing proof arguments as well as practice adjusting your report writing specific to the publication or project. - Network. Many of our skills are transferable. There are a dozen Japanese American specialists listed in the APG directory, one in Hiroshima. Some might be interested in record retrievals or be interested in having a local person assist with genealogical tourism. Also network with the ex-pat community. Watch for opportunities to share your skills, such as presenting a genealogy-related lecture or writing short newsletter articles. (Yes, I again mentioned writing!) - Continue to take advantage of online opportunities for learning.   Charlene M. Pipkin, Accredited Genealogist® The ICAPGenSM service mark and the Accredited Genealogist® and AG® certification marks are the sole property of the International Commission for the Accreditation of Professional Genealogists. All Rights Reserved. On Monday, March 6, 2017 3:56 PM, "Elissa Scalise Powell, CG, CGL" <Elissa@powellgenealogy.com> wrote: Rebecca, I think it is a great idea to look for how to keep up your skills while in Japan. You could take your own family research and write it up ala BCG requirements 6 and 7. This would give you practice in those elements (case study and 3-generation kinship determination) as well as give you somewhat of finished product that you can share with family, etc. One piece of advice for the portfolio is never submit the first of anything you have done. So take advantage of this time to hone your writing skills. As for non-geographic based specialties, there are things like taking someone's research and writing the book for them or other services that speak to your talents. Best wishes, Elissa Elissa Scalise Powell, CG , CGL www.PowellGenealogy.com www.GRIPitt.org 25-30 June 2017 and 16-21 July 2017 in Pittsburgh, PA CG, CGL, and Certified Genealogical Lecturer are service marks of the Board for Certification of Genealogists, used under license by board certificants after periodic evaluations. Certified Genealogist and the board name are trademarks registered in the US Patent and Trademark Office. -----Original Message----- From: On Behalf Of Rebecca Hockaday Sent: Monday, March 06, 2017 1:28 PM My name is Rebecca Hockaday and I am a transitional genealogist, taking clients for about one year now. I currently live in Boise, ID and also have an 8 and 6 year old. I am a little more than 2/3 of the way done with Pro Gen and a member of the APG Virtual Chapter. I would like to do Gen Proof and apply for BCG in the near future. I have some questions and would love to have some guidance. - My husband's career has made us internationally transient. In July 2017 we are relocating for an expat assignment in Hiroshima, Chugoku Prefecture, Japan for one to two years, coming back to Boise, ID 2018/9. Since I have been married (2003) we have lived in Texas, NY (2 locations), France, Germany, Italy, Spain, Yemen, currently in Idaho and now soon to be Japan. What specialties do geographically unstable genealogists have and how do you market to clients? - I am trying to figure out what I will be doing in Japan in terms of genealogical research. I do not speak the language at all and have never done any type of Asian research, which is a limiting factor. I can speak, read and write Spanish, French, Italian, most German and can speak some Arabic. But Japanese...can't even count to 10. What are recommendations for projects to do while I am in Japan? I am not as worried about taking clients (I can take a hiatus), but more worried about keeping my skill set active with report writing and proof arguments. I am playing with the idea of starting my BCG portfolio when I am there but am afraid of the limitations I will encounter and not yet convinced I will be successful putting together a portfolio in an international location. I can also volunteer/take pro bono projects with something virtual - but what? - Does anyone have any connections in Japan? Thanks! ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

Just in case you all have not seen this announcement-Brent PROFESSIONAL GENEALOGIST DAY SPONSORED BY EXCELSIOR COLLEGE INCLUDES DOOR PRIZES FROM GRIP AND VIRTUAL INSTITUTE NERGC‘s first Professional Day will provide an opportunity for professional genealogists to review items that are focused on a professional audience and might not be included in a general conference trying to reach a broad audience. Get Paid For Your Passion: Setting Rates- Elissa Scalise Powell CG CGL Time Management: Balancing the Demands of Many “Clients” - Angela Packer McGhie CG Lunch, Courtesy of EXCELSIOR COLLEGE Organizing Research Results in Writing - Catherine Wiest Desmarais CG Genetic Genealogy for Professional Genealogists - Blaine Bettinger PHD., JD. Part of the 14th New England Regional Genealogical Conference Using the Tools of Today & Tomorrow to Understand the Past MASSMUTUAL CENTER SPRINGFIELD, MA 26-29 APRIL 2017 To Register or Find More Details, Visit www.NERGC.org. Brent Chadwick-Family Historian P.O. Box 35, East Otis Ma. 01029 413-441-7080 knoxtrailancestree@gmail.com <mailto:knoxtrailancestree@gmail.com> www.knoxtrailancestree.com <http://knoxtrailancestree.com/> As a certificate-holder of Boston University CPE Genealogical Research Program and a member of the Association of Professional Genealogists (APG), the New England Association of Professional Genealogists (NEAPG), the National Genealogical Society (NGS), the Massachusetts Society of Genealogists (MASSOG), the Massachusetts Genealogical Council (MGC), and the New England Historical Genealogical Society (NEHGS), I support and adhere to the APG's Code of Ethics and the Board for the Certification of Genealogists (BCG) Genealogical Proof Standard.