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Category: Financial Planning

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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Tony Novak CPA, MBA, MT

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This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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