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 […] 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 […] 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 […] 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 […] 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 11, 2021February 11, 2021401(k), Financial Planning, Investment, Tax Planning The 2021 investment shakeup After more than a decade of one-way intense focus in the stock […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
October 13, 2020October 13, 2020Financial Planning, Taxes Seven observations from COVID tax season Many of us tax professionals are wrapping up the most challenging tax […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
September 3, 2020Financial Planning, Tax Planning Updated 2020 Tax Planning Checklist for Small Business Owners Begin by forecasting 2020 taxes based on 2019 results – easy with […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
August 3, 2020August 3, 2020Financial Planning Two page business plan template Flexible, experienced and affordable. Available short term/hourly, on a limited term project basis or for ongoing/permanent work Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
July 29, 2020crisis management, Financial Planning, Financing, HEROS Act, Small Business Round Two of Small Business Recovery Two months ago the U.S. House of Representatives passed a bill called […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...