• INVESTMENT COMPANY ACCORDING TO GAAP

    ...Requirements contained in Topic 946 – Financial Services – Investment Companies. I know, blogs are typically meant to be more light in nature and not so technical; but, this blog...

  • Interest Free Loans and the Applicable Federal Rates (AFR)

    ...loans to family members. However, I refer you to Eric Fletcher’s earlier blog post under the Estate Tax section of our “It’s Taxing” blog for more considerations regarding the wealth...

  • GM Pension Plan Buyout

    ...it has a real effect on you. Increased asset values are great, but you do not spend asset values, you spend cash flow! For additional information, see my blogs dated...

  • Estate Planning – Who to Go to

    ...Profitability Summit in Florida illustrating 57 ways a CPA can assist clients in estate planning.   I previously posted blogs on estate planning on May 22, August 2, 9, 28,...

  • Vacation to China

    ...due to Sarah Cirelli, our extraordinary social media leader for posting my blogs every Tuesday and Thursday during my absence.  Thanks to her, my twice a week consecutive string of...

  • Bond Funds Hoarding Cash

    ...is for you to consider not investing in bond funds but to buy individual bonds. I’ve explained this in a few previous blogs and while I continuously reconsider my thoughts...

  • Investment Returns From a Diversified Portfolio – What to Expect

    Share Investment Returns From a Diversified Portfolio – What to Expect In previous blogs, I suggested sticking with equities and fixed income and bypassing other elements that can make up...

  • Stock Market Upside Downside

    ...first three blogs in January will have 16 charts illustrating the stock and financial markets’ performance along with inflation and a dissection of components of the major stock market indexes....

  • Do You Have What It Takes to Be an Entrepreneur?

    ...quote attributed to Martina Navratilova There seem to be more blogs and advice pieces today preaching of the coming evolution in entrepreneurship. It appears more graduates are trading in the...

  • How Can I Get a Loan?

    ...banks that specialize in dealing with technology companies. Leases and factoring should also be considered in the right circumstances.  (There will be a future blog to shed more light here.) ...