• What Makes Us Tick Is More Important Than How We Get There

    ...I set out to and, if not, why?  When I first conceived of this blog, Charitable Nation, I envisioned a freewheeling discussion of all things philanthropic, from the motivation of...

  • Exit Plan, Succession Plan, Estate Plan

    ...on the next chapter in their lives. (For purposes of this blog, I will assume one owner.) The preoccupation with growth and profits starts to take a second seat to...

  • Peter Lewis, Philanthropist

    ...have blogged before. The whole thing started in June 2010 with 40 signatories. When I first blogged about it (4/26/2012) there were 81 participants. This past February there were 105...

  • Equity Plans Part II – Are We There Yet?

    ...on a long road trip. So why do I use it here especially considering Part I of this blog cited “the time has come” from Dr. Seuss? Well as they...

  • Fraud Prevention Techniques

    Share Fraud Prevention Techniques The last blog dealt with fraud in not-for-profits, but it is also a serious issue for business firms. Here are some cash fraud scenarios and prevention...

  • IRA Year-Round Planning

    Share IRA Year-Round Planning The previous blog gave year-end tax planning for IRAs. Here are some considerations for any time of the year. If you plan on making charitable bequests,...

  • Running Towards a Goal

    Share Running Towards a Goal Believe it or not, Christina Lazaro is the first of our blog contributors who has been participating in Withum 300 since it was created in...

  • Alternative Investments – Part 2

    Share Alternative Investments – Part 2 I felt that my last blog on alternative investments was pretty clear, but I had some calls questioning what I wrote. To help clarify,...

  • Supercalifragilisticexpialidocious Part 3: Bitcoins

    Share Supercalifragilisticexpialidocious Part 3: Bitcoins A previous blog talked about the importance of understanding your investments and how they can generate a profit. My last blog talked about my not...

  • Financial statement ratios

    ...with no offset for current assets and this makes the ratio harder to use as a tool. I previously posted a blog explaining leverage on Nov 11, 2014. [Included below]...