by Leif Jensen | May 16, 2022 | Investing, Money Management, Running a Business, Taxes |
Are you a “Trader” or an “Investor” in the eyes of the IRS? Special rules are in place if you’re a trader in securities, in the business of buying and selling securities for your own account. The law considers this to be a business, even though a trader...
by Leif Jensen | May 12, 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 What’s next after you’ve got the right people on the bus who...
by Leif Jensen | Apr 28, 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 The last post focused on Shared Core Values as a mark of...
by Leif Jensen | Apr 26, 2022 | Banking, Money Management, Running a Business |
How often do you reconcile your bank accounts? What about your brokerage accounts? I am working with a business that has neglected their cash and investment accounts for several years… I only have bank accounts in my businesses, and I seemingly don’t like to keep...
by Leif Jensen | Apr 21, 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 The last post introduced the topic of organizational design...
by Leif Jensen | Apr 18, 2022 | Money Management, Running a Business |
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...
