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Maybe Your Marketing Isn't As Terrible As You Think

Tuesday, November 05

I put a lot of effort into going beyond being a simple tax/accounting adviser for my clients, and I'm grateful to those who send back comments, who forward these blog posts on to their associates and, of course, for the many referrals that my clients and contacts have been sending our way the pas...


Lending to Family Members for Real Estate: Potential Tax Consequences

Tuesday, October 29

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxatio...


How To Choose a Local Tax Pro For Your IRS Problems

Tuesday, October 29

The autumn leaves are changing, and "the most wonderful time of the year" is right around the corner... I'm guessing tax season isn't exactly at the front of your mind. But it should be! (At least in the top five things at the front of your mind.) Because as long as you're getting paid by someone...


The "Profit First" Framework for Real Estate Businesses

Tuesday, October 29

You might have heard the term "profit first accounting" buzzing around business circles as of late. The philosophy was made popular by Mike Michalowicz and his book, . His theories have blossomed into reality for many business owners. Today, I thought I'd cover some of the core principles that mi...


The Real Way To Get Out Of Debt

Monday, October 21

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It's kind of like our financial picture: things can change REAL fast, and before you know it, we're buried under a...


The Wisdom Of The Crowd

Monday, October 21

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true. Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise. And you know what social media is also overflowing with? C...