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Category: Advisory

January 9, 2023January 9, 2023Advisory, Nonprofit, Security

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 […]

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October 11, 2022October 11, 2022Advisory, Financial Planning, Leadership

The importance of recognizing peak performance and planning what to do next

Today’s WSJ carried this front page article (I shared the screenshot because of recent comments that links are not always viewable behind […]

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September 9, 2022Advisory, Legal, Taxes

When “Hire an expert” doesn’t work for taxes

When we seek information on complex business or personal tax matters, the conventional appropriate advice is “hire an expert”. I do not […]

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August 25, 2022August 25, 2022Advisory, Investment, Real Estate

Real estate investing forecast

The sharp and fast rise in mortgage rates this year led to only slow and modest decreases in real estate sales prices. […]

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June 27, 2022June 27, 2022Accounting, Advisory

“You said that…”

I notice that my practice is increasingly affected by client beliefs based on outdated information.1 This is especially true of clients who […]

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June 21, 2022Advisory, Investment, New Jersey, Real Estate

Cumberland County NJ bayshore real estate update

Short term profits and losses in the real estate market are primarily based on inaccurately valued information. Every buyer or seller has […]

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June 14, 2022June 14, 2022Advisory, Leadership

Minimum expectations for board members

In casual conversation today I mentioned to a business attorney that a board level project was on hold until I completed minimal […]

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May 7, 2022May 9, 2022Accounting, Advisory

Six transformative changes I’ve made to control costs in my accounting practice this year

Saving time and money are no longer goals, but necessities for small business survival. Accounting industry experts note that small independent CPA […]

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February 2, 2022February 2, 2022Accounting, Advisory, strategy, Values

CPAs have a public image problem

CPAs have a brand image problem. The three words that the public most often associates with “CPA” are “accounting”, “audit”, and “tax”. […]

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Tony Novak CPA, MBA, MT

PO Box 333, Newport New Jersey 08345
856-237-9199
onlineadviser@live.com
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This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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