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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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2022Accounting, Advisory “You said that…” I notice that my practice is increasingly affected by client beliefs based on outdated information.1 This is especially true of clients who […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
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”. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...