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Optimizing Productive Time for You and Your Team

Monday, October 07

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff? If you're like the rest of us: quite a few times -- and maybe "most of the time". That's because the least-optimiz...


The Best Time To Invest In Real Estate Was 20 Years Ago. Or NOW!

Monday, September 30

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but somet...


IRS Scams Targeting Those Needing Tax Debt Help

Monday, September 30

You probably already know this. If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take advantage of your pain. Unlike them,...


Four Non-Bank Options for Small Business Financing

Monday, September 30

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc. But it also puts your own personal resources on the line, and there are greater risks, as well as possibly a slower build to ...


The Advantage A C-Corporation Holds For Business

Monday, September 23

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019. And one thing that might be worth discussing is your operating entity. A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and affect business owners' perso...


Preserving Your DIGITAL Esatate

Monday, September 23

Technology has certainly shifted our society over the last 15 to 20 years. So much so, that it's time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only "magic" we can do on a tax return is a "reaction" to what is b...