Category Archives: Taxes

Why Isn’t There a Hug Your CPA Day?

Some surprises bring great joy – a call from an old friend, a door opened, or an unsolicited “You’re awesome!” But walking into your CPA’s office and saying “Oh, one more thing… Did I tell you about something that happened last year?” is … Continue reading

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Changing Your Game with Trump Cards on the Table

We’re taught two “don’ts” – don’t talk politics and don’t throw stones. However, we have a new reality, and for many, Trump’s victory was a surprise. Client conversations involve the elephant in the room – “What changes should we make” … Continue reading

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Give Your CPA a Heads Up

Some surprises bring great joy – a call from an old friend, a door opened, or an unsolicited “You’re awesome!” But walking into your CPA’s office and saying “Oh, one more thing… Did I tell you about a little thing … Continue reading

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The Piper Wants What?

Uncertainty brings a big chill. Yet, decisions need to be made so that we can each move ahead towards a brighter future. I’ll share three ‘guiding principles’ bestowed to me by wise people. I’m not talking about how to allocate … Continue reading

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