October 30, 2022October 30, 2022Accounting, Financial Planning, Legal 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
October 28, 2022Financial Planning, Investment 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
October 20, 2022October 20, 2022Accounting, Education, Financial Planning, Values 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 […] 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...
June 29, 2022Accounting, Financial Planning, Investment 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. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
April 26, 2022April 26, 2022Accounting, Financial Planning, Tax Planning 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
September 8, 2021September 8, 2021Accounting, Financial Planning, Small Business, Tax Planning 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 30, 2021April 3, 2021Accounting, Financial Planning, Leadership 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 7, 2021March 7, 2021Financial Planning, Tax Planning, Tax shelter 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 20, 2021February 20, 2021Aquaculture, Farming, Financial Planning, News and Politics, Tax Planning 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...