May 16, 2022November 2, 2022Ethics, News and Politics, Values Boycott list Uline Wendy’s CVS Taco Bell Estes Lauder Equinox SoulCycle Marvel Home Depot Hobby Lobby Goya MyPillow Martin’s Famous Pastry Shoppe Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
April 4, 2022Ethics, Tax Planning, Taxes, Values How we handle tax fraud I wrote this comment tonight to a young Enrolled Agent struggling with a client committing tax fraud who described herself as naïve […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
May 26, 2021May 26, 2021Ethics, New Jersey, News and Politics Is it political? Is delayed prosecution for financial fraud unethical? Twenty plus years ago when I worked as an accountant for contractors documenting various types of financial fraud committed by the Trump […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 26, 2021March 26, 2021Accounting, crisis management, Ethics Rules for CPAs who handle clients’ PPP loans Last year the AICPA issued ethics guidance to CPAs who handle PPP loan application and forgiveness applications for their business clients. This […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 15, 2020March 15, 2020Ethics, Leadership, Values Honorable James Dannenberg resignation letter This letter is reposted here because it is the best written rebuke of the Supreme Court I’ve ever read. The Chief Justice […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
July 18, 2019May 16, 2022Ethics, Leadership, News and Politics Twelve consumer product businesses to avoid These twelve companies sell to consumers; meaning there is usually a consumer market choice to be made. They made my boycott list […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 19, 2018April 6, 2020Accounting, Ethics, Taxes, Values The Impact of “Funny Numbers” Will the ‘tone at the top’ trigger an increase in tax fraud? There are a few topics that I don’t talk about […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
January 20, 2018January 20, 2018Estate planning, Ethics, Financial Planning, Health and wellness, Health Insurance, Legal, Real Estate, Wealth Management The Basics of Medicaid Planning This blog post lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 17, 2017December 17, 2017Ethics, Leadership, Values Skeletons in the closet Every day now there are more stories of successful men brought to account for their past sexual indiscretions. I’ve wondered aloud how […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 20, 2017February 21, 2017Ethics, Financial Planning, Tax Planning, Values Add impact to ‘Not My President’s Day’ Resolve today to take a strong personal stance to avoid paying federal income taxes. Just make sure to do it safely and […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...