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I notice that my practice is increasingly affected by client beliefs based on outdated information.1 This is especially true of clients who […]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