Revised ‘Best Practices’ in accounting services engagement agreement
I revised the Best Practices section (the wordy section) of my engagement […]
Category: Financial Planning
Ignorance among professionals is a growing problem
Is it just me? I’m increasingly shocked with the collective level of […]
Tax strategies for high income individuals
Of all the services I offer to high income clients, no other […]
Overview of American Rescue Plan Act of 2021
Background In February 2021 the U.S. Senate, The House of Representatives and […]
The 2021 investment shakeup
After more than a decade of one-way intense focus in the stock […]
Seven observations from COVID tax season
Many of us tax professionals are wrapping up the most challenging tax […]
Updated 2020 Tax Planning Checklist for Small Business Owners
Begin by forecasting 2020 taxes based on 2019 results – easy with […]
Two page business plan template
Flexible, experienced and affordable. Available short term/hourly, on a limited term project basis or for ongoing/permanent work
Round Two of Small Business Recovery
Two months ago the U.S. House of Representatives passed a bill called […]
Main Street Lending Program Q&As
I’ve received a lot of questions about the new Main Street Lending […]