Your search for “blog” returned 2006 results
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Checklist for Change Projects
Share Checklist for Change Projects Here is a checklist to help you with change projects. It is based on Who Killed Change?: Solving the Mystery of Leading People Through Change...
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Mishmash of Dates to Open a Business Retirement Plan
Share Mishmash of Dates to Open a Business Retirement Plan The logic of the tax code is beyond understanding. If you want “proof” just look at the mishmash of deadline...
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How the Post Office Created America
Share How the Post Office Created America I just read a book with that title by Winifred Gallagher who puts forth the proposition that the Post Office created America. The...
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Yearend tax planning
Share Yearend tax planning Here are some last minute maneuvers you can do to save taxes this year. What next year will bring is anyone’s guess. My advice is to...
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Pricing Strategies
Share Pricing Strategies Pricing strategies need to vary based upon what is being sold. Products sold range from commodities all the way to highly customized products or services. Factors determining...
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How Washington Created the Presidency
Share How Washington Created the Presidency George Washington became president with a blank page as a guide. There were no rules; no instructions; no role models; and no guidance. Everything...
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Last Year’s Performance – How Did You Do?
Share Last Year’s Performance – How Did You Do? How did your investments do last year? You should compare your investment performance with their benchmarks. Here is what to do....
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Top 10 reasons financial planning clients get annoyed with me
Share Top 10 reasons financial planning clients get annoyed with me I have many clients that ask me to review their portfolios and provide a “second opinion” on how they...
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Welcome to Tax Season
Share Welcome to Tax Season CHECKLIST OF 46 TAX FILING ERRORS YOU SHOULD AVOID Taxes are hard enough without making avoidable errors. Before you file, double check to make sure...
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Form 8300 Audits- Do You Need to Report?
Share Form 8300 Audits Businesses that receive cash in excess of $10,000 need to report this on IRS Form 8300 (“Report of Cash Payments Over $10,000 Received in a Trade...