Working with noncompliant businesses
For the world outside of law and accounting, let’s be clear that the our use of the word “noncompliant” here is an […]
Category: Financial Planning
Six reasons why inflation is good
Inflation pushes us to make smarter decisions and often increases our real net worth. It seems like Republicans are stoking fear that […]
My blessed and winding career in 7 tweets
My blessed, winding and interesting career in 7 tweets: 1- On 2/1/1997, the investment banking firm Drexel Burnham Lambert took out a […]
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 […]
Where have the good investments gone?
“Where have the deals gone?” This was the title of a podcast yesterday looking at layoffs at America’s most powerful investment firms. […]
Four personal reflections at the end of tax season
One week past the most demanding tax deadline of the year and I’ve caught up with the most urgent post-season demands, and […]
Revised ‘Best Practices’ in accounting services engagement agreement
I revised the Best Practices section (the wordy section) of my engagement agreements effective September 1, 2021 with a number of small […]
Ignorance among professionals is a growing problem
Is it just me? I’m increasingly shocked with the collective level of ignorance surrounding us. In my work, naturally, I see it […]
Tax strategies for high income individuals
Of all the services I offer to high income clients, no other has such a rate of return on investment of time […]
Overview of American Rescue Plan Act of 2021
Background In February 2021 the U.S. Senate, The House of Representatives and the Executive Branch led by the White House took a […]