November 13, 2022November 13, 2022Leadership, strategy, Values Personal reflection Sunday 11/13/2022: For almost 30 years I focused my business activist efforts on addressing the widening gap in education, income, and wealth in my […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
September 24, 2022September 24, 2022Investment, Mortgage, New Jersey, strategy, Wealth Management Understanding inflation’s impact on me/us Residential home prices have a huge impact on my own family’s financial success* (I/my/me) and my clients (our/us). I have historically focused […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
June 29, 2022June 29, 2022Accounting, Employee Benefits, Small Business, strategy How the change in abortion law affects small business accountants I’ve spent almost four decades dealing with small business owner resistance and noncompliance with employee benefit tax laws. This makes me think […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 2, 2022February 2, 2022Accounting, Advisory, strategy, Values CPAs have a public image problem CPAs have a brand image problem. The three words that the public most often associates with “CPA” are “accounting”, “audit”, and “tax”. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...