Decrease in accounts for retirement

One client this tax season was asking me what I thought the economy was going to do in the near term, this gentleman is slightly older than me. I started by reviewing that 2021 was a gangbuster year, that most of my accounts had hit their highs and that I was pleased...

Leveraging college majors into real job

A hundred years ago when I went to college, I told my father I was majoring in accounting.  He told me that he hoped I liked “shoe stores”.  The only other person whom he knew that ever majored in accounting worked as a manager of a shoe store. Apparently, he knew no...

Consistent yearly losses

We work with a number of clients who ask for our advice and then act upon that advise, usually for the better and their business grow and prosper. While there are a few outliers that have me in regularly to assist with certain tasks and then ignore my advice.  One...

Getting Results

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 Management guru Peter Drucker (1909-2005) once said, “Every...

Profit or loss, how to know

As strange as it may seem, we are working with a number of clients who maintain no books or records.  After we created some semblance of order with their records, we could then prepare the tax returns for them. When we finally get a chance to present the returns to...

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