How To Market More Effectively Today
Tuesday, August 11
I have some ideas for small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news: There is still no word about automatic PPP forgiveness for smaller loans (under $150K), and Congress is having trouble comi...
Now is the Time for Estate Planning
Monday, August 03
Right now, it's almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we're having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines -- it's all enough to drive you crazy if you pay close attention. We get to talk with famili...
PPP Forgiveness Reminders
Monday, August 03
Doing business in the summer of 2020 sure ain't easy. I have clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow. Many have taken advantage of the Paycheck Pro...
Passing Down a Business Within The Family
Monday, July 27
There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration. And, in case you didn't know, the PPP progr...
Raising Money Smart Kids
Monday, July 27
However you slice it, the schooling situation right now is tough, with no good options. If you are vehemently in favor of full-on school ... well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution's sake or for whatever other reason. C...
This Tax Season: A Thank You Note
Monday, July 13
Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today says: July. And we are still doing tax work. This year has been insane. Yet we have had the PRIVILEGE to walk alongside you through major disruptions and chaos. Becau...