Author: tonynova
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Trump Account vs UTMA
Decades ago when I left a Wall Street firm to launch an independent advisory firm in Doylestown, Pennsylvania, we gifted $100 in Uniform Transfers to Minors Act (UTMA) accounts to newborns in the community. It was a great way to boost the concept of saving for children, and of course great marketing for our firm.…
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How to Open a Trump Account Without Downloading an App
A website visitor asked me how to open a Trump Account without installing an app on a phone. The question deserves a real answer rather than a shrug, because there are still places in the part of the United States where I live where cell service does not reach and people get online through a…
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Small business FinCEN compliance for 2024
This post details the compliance procedure that we will use for our own businesses, affiliates and clients under our control. Others may use a different procedure. If you own, operate or control a small business corporation or a limited liability company, you may need to file a new report with the federal government this coming…
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Why we use CPAs to testify about accounting statement fraud
Disclosure: While I have served as professional accounting witness in other unrelated court cases, I did not testify in past Trump fraud cases. In past Trump fraud cases in the 1990s, I offered accounting statements taken by an attorney for the plaintiff victims that included a statement of my direct communication with Trump and his…
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Two page business plan template
Flexible, experienced and affordable. Available short term/hourly, on a limited term project basis or for ongoing/permanent work
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Simple steps to a great financial plan
step by step actions needed to create a personal financial plan
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25 Reasons small businesses choose HRA plans
Health Reimbursement Arrangements (HRAs) are praised for financial savings and flexibility
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The Other 95%
comments on the future of financial services for middle income Americans based on experiences through OnlineAdviser