Month: August 2014
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My ideal client
This exercise in developing “my ideal client” profile is part of a business plan development program. My Ideal client is female, age 45 to 55, with a master’s degree, married, adult children, with a small private professional office and a few employees in the Philadelphia area. She tends to be focused on her business activity…
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Evolving risks of unauthorized practice of law
revised March 10, 2016 This post contains information collected in several attempts to clarify and digest opinions about the unauthorized practice of law as it pertains to my own employee benefits practice. I presented these issues to two of my own attorneys in 2013 and neither was able to offer an opinion at that time. I am looking…
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Accounting vs. bookkeeping vs. artificial intelligence
I read an article that started out with a silly statement “It’s not a reality—yet—but accounting software is poised to eliminate accountants”. The article goes on to discuss the role of bookkeeping software, not the work of accountants. I responded “If you believe that this next generation of software will replace accountants, then I would…