Small Business Health Quiz #1
Tuesday, January 19
Today, I'd like to begin a deeper conversation around the foundations of your business. I offer these questions on an annual basis, and they are worth considering AT LEAST that often... My Small Business Health Quiz (Part 1) “Be more concerned with your [business'] character than your reputation,...
Eviction Update and Mostly Good News
Monday, January 04
Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all. Yes, it's "just a date" on a Gregorian calendar, but ... 2021 holds great promise for investors. With the potential of easing lockdowns in our future (assu...
Last of the LAST Minute Tax Moves
Monday, December 28
It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night. And with year-end barreling at us (2021 is on FRIDAY), it's unlikely that you will be able to make substantive action THIS WEEK. But I did want to quickly high...
It's A Christmas Miracle!
Wednesday, December 23
Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way. Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks. Even these early signals are still very goo...
Squeezing In All You Need To Do
Monday, December 14
We only have a few business days left before 2020 is in the rearview. Yes, my heart wants that to happen YESTERDAY, but my business brain wants it all. to. slow. down. Efficiency is on the brain for me. Business owners want to make sure their PPP paperwork is done right and want to make quick EOY...
2020 Year End To-Do List
Monday, December 14
2021 is hurtling at us, isn't it? May it ever come sooner. Well, except for this part: I'm here to remind you to plan now for how to best position your income, assets, and other revenues for the most favorable tax positions possible. Let's make some tax-smart moves before 2020 comes to a close. H...