2020 Year End To-Do List
Monday, December 14
2021 is hurtling at us, isn't it? May it ever come sooner. Well, except for this part: I'm here to remind you to plan now for how to best position your income, assets, and other revenues for the most favorable tax positions possible. Let's make some tax-smart moves before 2020 comes to a close. H...
Good News Depends On Where The Fence Is
Monday, November 30
There's both good news (for some) and bad news (for many) as we round the corner into December. And I'm not talking about our culture, or politics, or sports, or anything like that. I'm talking about TAXES. I'll start with the good news. This is applicable to some of my readers only, but it is ni...
8-Steps For HOA & Other Non-Profits In 2020
Monday, November 16
With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations. This year might be worse. Yes, I hate to be the one to say these things, but I'm also privy to the books a...
7-Primary Tasks of Your Business Team
Monday, November 09
A week past the election, and still plenty of disagreement about the results. That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building your business, your team, and ...
Some Possible Moves To Make
Monday, November 09
Here we are, a week past the election, and it's looking like the year 2000 (Two Thousand, Y2K) all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by the end o...
HEALTHY SKEPTICISM ABOUT THE COMING ARMAGEDDON
Tuesday, November 03
I'm specifically putting this note together on Monday, November 2nd, before Election Day, before we know the outcome of this thing (which is assuming we will even know it, come Wednesday). I want to put this marker down NOW: Because regardless of what happens this week, we must all somehow move f...