Category Archives: Taxes

Crossing the Rubicon

The triumphant Julius Caesar stood on the northern banks of the Gaul River with his army. He agonized over his next move. Caesar had expanded the borders of the Republic into modern France, Spain and Britain in a decade long … Continue reading

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Tax Reform and Impacts to Business Owners

March Madness can be unpredictable, just like life. And Americans like to root for the underdog. Many Cinderella teams have captured our hearts since the first NCAA tournament in 1939. North Carolina State was a 6 seed that won it … Continue reading

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Tariffs, Inflation and Tax Time

Life isn’t easy, simple or smooth. March is Women’s History Month which recognizes great contributions women have made to our country. Elizabeth Blackwell was the first women to graduate from medical school in 1849 and is recognized as our first … Continue reading

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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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Lessons from the Titanic

The magnificent ship failed to reach her destination. Consider the valuable lessons from the disaster that claimed more than 1,500 lives – • Moderation versus full speed ahead • Illusive goal of invincibility • Challenges may loom larger than what … 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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