March’s Real Estate Corner…

Every week, it seems, I field questions from homeowners regarding using the equity in their homes to pay down higher interest debt like credit cards.  Essentially, this can be accomplished one of two ways – a second mortgage (or the … Read More

How Close Are YOU?

Okay, let’s be blunt – tax season is here.  W-2’s and 1099’s are on your desk or in your paperwork and it’s time to face the music.  Are you actually ready to file or are you procrastinating?  And if you … Read More

The Top Tax Scams of 2020

For years now, the IRS has keep a page open on its website called “The Dirty Dozen” and it’s simply a listing of the latest and most common tax scams used recently.  Of course, we monitor that page as well … Read More

Asking Why

Everyone has goals.  That’s a given and the degree or depth of those goals is relative to the individual.  The soldier on the battlefield wants to survive and to get back to safety.  A six year old child wants to … Read More

Amusing Tax Convictions; March

It hasn’t taken long for the fraudsters and dingbats to jump into new and exciting silliness for 2020.  In fact, as we all know, when it comes to paying taxes, everyone is an expert on “legal.”  Here’s a few folks … Read More

Real Estate Corner…

According to Forbes, today’s mortgage rates — at about 3.75 percent — will stay low in 2020. At the same time, market watchers expect home prices to continue to escalate due to low inventory and high demand. Without more listings … Read More

…And the Tax Scams are in FULL Swing…

Good Morning! For the last few weeks, I’ve been sharing a lot of financial “stuff” based on how so many people find themselves in hot water when it comes to money and spending.  This week, though, as tax season is … Read More

Prospect Nurturing Isn’t As Simple As It Was…

Good Morning, This late in the month, you’ve probably become firmly convinced that I’ve gone crazy.  Why is a CPA giving business lessons?  Where’d they get all these ideas, anyway? Well, a lot of it is simply experience.  I work … Read More

Retirement:What Are You Going To Do?

Vast amounts of ink have been used to discuss retirement savings and helping people understand how much money they’ll need for retirement.  There’s just one problem – most of these miss one vital component of an individual’s retirement – what … Read More

Just How Good do The Jones’ Have It?

Good Morning, Everybody jokes about “keeping up with the Jones’” when it comes to the call of buying things for the sake of buying them – and going into deep debt for the sake of appearance – but why? We’ve … Read More

New Year’s Checklist

2020 is here and I’ll spare you the “20/20” vision jokes, but the new year does offer us a great chance to rethink some old (bad) habits and set new ones in place.  With that in mind, here are a … Read More

Rethinking the Lead Acquisition Process

Good Morning! And the adventure continues!  I’ve been sharing some ideas about how entrepreneurs can streamline their businesses and I hope you’ve gotten a lot of insight so far.  Let’s talk about lead acquisition a little bit.  Most entrepreneurs and … Read More

Traction in Little Victories

Here we are, already a month into 2020 – can you believe it?  By now, some of you have already goofed a little on those resolutions you made, but today, I want to ask you something… How detailed were your … Read More

The Hidden Challenges of Using Your Home

Good Morning- A few weeks ago, I had a conversation with a client who was exploring the various options for using the equity in his home as a way to pay down some other debts. He and his wife had … Read More

Rethinking your Client Fulfillment process?

Hello! Since last week’s post, I can’t tell you how many messages I’ve gotten from readers and clients about why a CPA would want to discuss seemingly “internal” systems related to my clients’ businesses.  Simple – we both want the … Read More

Amusing Tax Convictions

Well, we’ve started off 2020 with the attitude of “New Year, New Us” but for our friends in the Justice Department and the IRS, nothing has really changed.  We’re still seeing PLENTY of dummies trying to beat the system…  From … Read More

Lost in Debt? Here’s one way to regain control…

Good Morning, Now that the tax season is nearly in full swing, especially for individuals who work for other companies and have relatively “simple” W-2 based returns, we’re hearing a lot of things from clients. Things like how their tax … Read More

All You’ve Really Got To Do…

Good Morning, I hope you’re having a fantastic first quarter so far (and have managed to keep your Resolutions this far into the New Year) but I have to ask you:  What are you doing to make your business easier … Read More