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Negotiating With an IRS Auditor

Monday, March 03

"No man will make a great leader who wants to do it all himself or get all the credit for doing it." -Andrew Carnegie 3.5 Minute read The IRS fired many tax auditors last week. Two weeks ago, I was negotiating with an auditor for one of our investors. Our Auditor was one of those fired. Well, I...


7,000 IRS Employees, FIRED: Why Now is the Time to Secure Your Estate

Monday, February 24

The IRS just fired about 7,000 employees. Janet head-hunted an auditor from this exodus. Please bear with us as we navigate these whitewater rapids. We will get her up to speed using her understanding, skill, and talent to guide your real estate decisions. Crazy things happen without warning, so...


What Numbers Should You Be Looking At In Your Business?

Monday, February 17

Four-Minute Read "You have been blessed with a mind that can direct your actions in any way that you choose." -Ramon Luis During the first Super Bowl® that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL® Blockbuster®...


Corporate Transparency Act (CTA) update

Thursday, February 13

Current requirements under the Corporate Transparency Act (CTA) and trust us, this has been a legal rollercoaster! BOI filing may be just around the corner. No need to file while the Injunction is in place. But things change fast, and it will probably have a new, tight, deadline. Fines are st...


My Small Business Health Quiz (Part 2)

Monday, February 10

"The question isn't who is going to let me, it's who is going to stop me.” - Ayn Rand Last week, I began asking you a series of questions, and I'd like you to consider the questions I'm asking thoughtfully. Please consider these six issues as you grow your business—they can sometimes catch you of...


My Small Business Health Quiz (Part 1)

Monday, February 03

"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." - Dr. Seuss The 'Small Business Health Quiz' is designed to help you evaluate the underlying foundations of your business moving forward. Many of our clients have already addressed (at le...