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GET TO KNOW YOUR DISASTER STRATEGY

Tuesday, November 15

Well, if you had an account with FTX (crypto exchange), you very well might be in some financial difficulty. To a certain segment of our clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear. But the "good" news is that we might be able t...


FIRST, LET’S DISCUSS THE ELEPHANT IN THE ROOM: THE MID-TERM ELECTIONS.

Monday, November 07

Depending on when you’re reading this, they might be underway, they might be already in the rearview, they might not even have raised themselves to the level of your awareness. Allow me to offer my two cents (and note, I am writing this BEFORE we know what has occurred). My entire professional e...


HAVE YOU RECOVERED FROM THE ELECTORAL DRAMA YET?

Monday, November 07

Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control. And I say that as somebody whose entire work is driven by decisions made by Congress and the IRS. So, let’s keep on truckin' towards our goals, ...


CASHFLOW CRUNCHING EVERY MONTH...

Tuesday, November 01

Holiday creep. It’s real. Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us. By the way, here’s a good rundown of how big corporations are approaching this season. But back to you, and to us. So, I wanted to offer a quick ...


A BRAND-NEW SCAM UNFOLDING

Tuesday, November 01

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front. Maybe. Because a few days ago, the IRS achieved one of its hiring goals: 4,000 new customer s...


THE ENDING OF YOUR BUSINESS?

Tuesday, November 01

This might not apply to you. So, it could just be something to file away for the future. But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB (Small Business) owners could be in for a tough ride over the next little while and that could mean any business coul...