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. […]
Category: Financial 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 […]
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 […]
The 2021 investment shakeup
After more than a decade of one-way intense focus in the stock market, investors are now changing strategies. We see more wisdom […]
Seven observations from COVID tax season
Many of us tax professionals are wrapping up the most challenging tax season of our lives. I’m pretty well on pace to […]
Updated 2020 Tax Planning Checklist for Small Business Owners
Begin by forecasting 2020 taxes based on 2019 results – easy with today’s professional tax software Maximize tax-free pandemic relief payments Use […]
Two page business plan template
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