The basics of Medicaid planning

Posted on Leave a commentPosted in estate plannng, Ethics, Financial Planning, Health and wellness, Health Insurance, Legal, Real Estate, Wealth Management

This blog post simply lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration is helpful for any aspect that may pertain to your family’s situation. Definition: “Medicaid planning” refers to the specialized field of financial planning that recognizes that it is possible to simultaneously keep financial assets […]

Allowable discrimination in small business operations

Posted on Leave a commentPosted in government, Legal, Small Business

There are no legal protections from discrimination in service based on political affiliation or expression A story in the New York Post raises an interesting legal point about allowable discrimination in small business management. When discussing the topic of discrimination in a small business setting it makes sense to first recognize the terms “legal discrimination and […]

The misguided travel ban

Posted on Leave a commentPosted in Legal, News and Politics, Travel

“The record before this Court is unique. It includes significant and unrebutted evidence of religious animus driving the promulgation of the Executive Order”. U.S. District Judge Derrick Watson’s’ language in blocking the president’s travel ban is difficult for the average reader. I had to do some digging into the ruling and third party legal commentary […]

NJ Attorney / Law Firm Directory of CPAs

Posted on Leave a commentPosted in Accounting, Legal, Small Business

The New Jersey Society of Certified Public Accountants (NJCPA) is looking into putting together an online attorney/law firm directory accessible to Society members. CPAs often request attorney referrals on a peer-to-peer basis or from the Society staff members. A directory might help make this search process more efficient. I am often surprised by the difficulty […]

When taxes get ugly

Posted on Leave a commentPosted in Accounting, Legal, Taxes

Today I had to advise a small business client – in the strongest and clearest words I could summon – that it was important for him to immediately write a $5,000 check to retain a tax lawyer. Yes, it is a lot of money. I agree that it is not fair that you have to do this. […]