by Leif Jensen | Aug 8, 2022 | Investing, Money Management, Retirement |
2021 seemingly was the year of Roth conversions. We had multiple clients joint our regulars who do annual conversions. A Roth conversion needs to go directly from brokerage to brokerage with no income limitations as well as no conversion amount limitations. But all...
by Leif Jensen | Aug 4, 2022 | Running a Business |
This article focuses on dealing with “The elephant in the room,” specifically how your company is going to work differently in the aftermath of COVID-19 with the emergence of remote and hybrid work options. The post-pandemic COVID world tells us that the ways in which...
by Leif Jensen | Aug 3, 2022 | Running a Business |
I was watching a webinar that was showing CPAs how to position their business for greater strength and flexibility to continue to be relevant in our changing times. I thought that it was relevant enough to share, because when broken down to it’s essentials if should...
by Leif Jensen | Aug 2, 2022 | Money Management, Running a Business |
The age-old conundrum of running a business; time versus money. Is your business so new that you don’t have enough clients to occupy all of your time and so no money to get them quickly? if so, you are not the first or the last to be in such a situation. Do you have...
by Leif Jensen | Aug 1, 2022 | Running a Business |
I like to believe that I am my clients “Most trusted advisor” and not just their tax preparer. But I do have a couple of clients that act as if I were a commodity, that that I am no different from a garage preparer with a Turbo-Tax package filing multiple returns....
