by Leif Jensen | May 24, 2022 | Advertising |
As a CPA I have a number of natural Centers of Influence, those who can make referral through their normal course of business. Realtors can be one for new individuals who are moving into the area wanting a local practitioner. Bankers are another, when a client comes...
by Leif Jensen | May 23, 2022 | Advertising |
How a business owner market their business has always been a strange attraction to me. I am always on the look-out for an idea that I can steal and implement in my business. I admit I am flabbergasted when I find that the business owner is doing no marketing or...
by Leif Jensen | May 19, 2022 | Running a Business |
By Dr. Ray Benedetto, DM, LFACHE, Colonel, USAF, MSC (Ret), Co-founder of GuideStar, Inc. and Co-author of It’s My Company Too! How Entangled Companies Move Beyond Employee Engagement for Remarkable Results Recall from the last post, I stated that building trust is...
by Leif Jensen | May 18, 2022 | Investing, Money Management, Taxes |
If you don’t meet the definition of “Trader” in the eyes of the IRS, you are an “Investor”. Investors typically buy and sell securities and expect income from dividends, interest, or capital appreciation. They buy and sell these securities and hold them for personal...
by Leif Jensen | May 17, 2022 | Investing, Money Management, Taxes |
If you meet the definition of “Trader” by the IRS you can choose to use the mark-to-market rules, investors cannot. If a trader doesn’t make a valid mark-to-market election under section 475(f), then he or she must treat the gains and losses from sales of...
