Analyzing your company financials: Don’t kill the messenger

What is reality? It is whatever you think it is. Your personality, value system, culture and exposure to varying concepts can distort your focus...

Minimizing surprises in your company’s supply chain

It's a common scenario in supply chains where manufacturers use just-in-time inventory for their production needs: a client contacts us to explain the facts...

‘Turn, turn, turn’: Change may be final, but it’s rarely fatal

The sequence of words in the lyrics of the ’60’s-era song “Turn, Turn, Turn,” written by Pete Seeger and made an international hit by...

Employees ARE: the process of attracting, retaining and engaging

Last year articles began to appear on a regular basis about a shortage of qualified employees.Some were doubtful, with unemployment rates as high as...

Tips on spotting incompetent or unethical attorneys

The legal community is getting a lot of negative publicity from the mess in Washington, television shows and street talk. If you watch the...

Trump, death and taxes: 2017 and beyond

As some readers may have noticed, we recently had a national election. As a result, on Jan. 20, the United States will have, for...

Remember to put your business mistakes into perspective

On Feb. 14, Broward County Deputy Scot Peterson made a mistake. Peterson resigned about a week later after an investigation found he failed to...

The (big) difference between conversation and communication

Far too many people believe having the ability to converse is the same as being able to communicate. They believe that telling is equivalent...

Learning to succeed by altering the perspective

The world has become a place in which change is the only constant. If we stand firm without seeking to improve ourselves or increase...

Estate valuation discounts soon could be at risk

If asked to name tax-related discussions in the news over the past few months, you would have a lot to cover. The presidential campaigns...

Small business success enriches the lives of all of us

I listened to an interview with a woman on the radio recently stating that we need to get rid of the rich people in...

For best results, properly manage time AND energy

I had to make a decision the other morning. To those of you working, this will sound frivolous, but it applies to you as...

What to do when you realize it’s time for a co-founder to go

Every start-up business begins with high hopes. You and your co-founders are “all in,” fully committed to the success of your company. You have...

Just the two of us: estate planning for ‘DINK’ couples

If you've had the privilege of hanging around a group of excited estate planners, at one point or another the abbreviation “DINK” may have...

Find the sweet spot to maximize profit

The first thought that comes to mind when you say CPA in December to a small business owner is tax planning — absolutely necessary...

Find patterns in your business’s financial statements

I had a client back in the 1970s who had an extremely high IQ. Had it not been for a variable rate SBA loan...

Keeping the cash and the grass from going up in smoke

The old saying “The grass is always greener on the other side” has taken on some additional meaning. In recent years, an increasing number...

Using IRAs to invest in unconventional assets

April brings more than showers. Typically, it brings spring break, Easter, and of course, the end of tax season. Tax season brings about many...

The softer side of business when process trumps outcome

“If the relationships matter, then process trumps outcome.” — Greg McCann Greg McCann, a nationally recognized family business consultant, spoke these words at a...

Making ‘damned if you do and damned if you don’t’ decisions

The movie “The Imitation Game” illustrates several small business issues that are daunting challenges.The movie portrays the struggle by M6, the British spy network,...

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