by Leif Jensen | Aug 10, 2022 | Running a Business |
Who of us at one time or another hasn’t gotten so fed up with the shenanigans of being in Illinois that we thought of leaving the “Land of Lincoln”? The red-light cameras, the violence, the fear of violence, the $50 plus parking fees, or the taxes...
by Leif Jensen | Aug 9, 2022 | Running a Business |
Earlier this year I had a client tell be about a webinar that they suggested that I needed to watch about asset protection. Months later, I had a client whose rental property was involved in causing a building fire. I finally was able to schedule the time to sit...
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...
