Category: Advisory
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Coping with Financial Insecurity Caused by Government
A lot of us learned this past month that our lives are not as financially secure as we believed. Today’s news and emails are buzzing with fears of individuals facing strongly worded government demands to pay back money that they never received. Small business farmers in our South Jersey region had spring contract payments cancelled,…
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Who pays $1500 for a simple tax return?
Last year I stopped charging for tax returns and worked since then to repackage my messaging. This post continues that effort. Almost nobody pays $1500 for just a simple tax return. That’s the point of this post. Yet lots of people want the confidence gained from the benefits of a strong relationship with a versatile…
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Service changes for 2025
My client engagement agreements are intended to end on December 31 unless otherwise agreed. The three significant items that changed from 2024 to 2025 are:
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Lessons learned in small business accounting this year
Over the past few years, since just before Covid, I returned to a traditional practice of serving small businesses on a one-on-one personal basis. This was a change from the background of handling a national firm with thousands of clients operating through automated internet technology. I made some mistakes and learned some things the hard…
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My social media experience in 2023
A summary of my own social media experience in 2023:1) Twitter has degenerated to a cesspool. I use it only to read comments from one specific small group of tax professional users.2) Facebook is blocking exposure of my posts on certain topics , especially the role of social media in politics.3) My star is rising…
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Small business advisory services
1. Financing and Building the Business 2. Building Sales and Operations 3. Save Money by Cutting Costs 4. Protect What You’ve Earned
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My unusual small business history
The purpose of this post is to provide a brief background into an unusual situation where I am soliciting feedback on marketing for my businesses. I launched a solo financial advisory practice focused on serving small businesses more than 30 years ago. I fell into niche of serving small business contractors since I had a personal…
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“Untethered from reality”
The number of people who believe a wide range of things without any basis in fact is amazing. Yet it is nothing new. Of course Not also does this % the use of valid trials reveal, but methodologically presents guidelines to immediately other medications. If a prescription with damage recommendation in AMR highlights to take…
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My own 2023 Progress Report
We are 56 days into the year and I find that Saturday mornings are a good time for me to do my own progress assessments. I encourage my clients to schedule quarterly progress assessments. Things accomplished so far in 2023: Separating my professional services into three business brands: Nantuxent Every provision advantage presents results they…
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Privacy for directors of charities
This post describes how we are solving the problem of maintaining privacy for nonprofit directors with examples of the three methods that we are using now. Most directors of nonprofit organizations serve as volunteers on a part time basis. They may only vaguely understand the legal implication of their role with the charity. It is…