by Edward Lyon | Jul 23, 2019 | Blog
Financial Gravity announces the Fractional Family Office® program for CPAs and Enrolled Agents available on August 1, 2019. A Fractional Family Office® provides integrated tax, business, and financial solutions to small business owners and affluent individuals.... Read more...
by Edward Lyon | Jul 11, 2019 | Blog
I’m going to start by saying right up front I’m not a Facebook fan. It just looks like a giant time suck . . . especially when you consider how many people use it for political bickering. And like everyone else here, I have too many Facebook “friends” that aren’t real... Read more...
by Edward Lyon | Jan 24, 2019 | Blog
Yesterday, I left the comfortable confines of TMN world headquarters to travel to cold and snowy Chicago. A TMN member invited me to deliver a continuing education program on “Tax Planning for Non-Tax Lawyers” to an audience of about 100 members of the Kane County Bar... Read more...
by Edward Lyon | Jan 17, 2019 | Blog
If you’ve spent any time around the Tax Master community, you know that we’ve spent a lot of time talking about various threats to your business. Usually, these threats come from technology. Artificial intelligence and machine learning and other... Read more...
by Edward Lyon | Dec 20, 2018 | Blog
Over the last few days, I’ve had several former TaxCoach members ask me about aspects of their new TMN membership. Folks are generally enthusiastic about the new features and opportunities. However, I wanted to step back for a few minutes and discuss why we’ve... Read more...
by Edward Lyon | Dec 13, 2018 | Blog
Ok, I’ve said for years that the most important decision you’ll make for your business is who you target as your market. This is especially crucial for those of us who want to hunt elephants — those high-value, high-visibility clients that can make your entire year... Read more...
by Edward Lyon | Dec 6, 2018 | Blog
The one-liner is a comic staple that goes all the way back to Plato. (“A student dunce is voyaging in a very strong sea. When the slaves start wailing, he tells them, ‘don’t cry, in my will I have set you all free!’”) More recently, Henny Youngman turned the one-liner... Read more...
by Edward Lyon | Nov 29, 2018 | Blog
We don’t often use this space for technical strategy discussions. However, there’s a new planning tool that’s getting a LOT of attention right now, and we wanted to let you know that we’re incorporating it into TMN resources for you to discuss with your clients. In... Read more...
by Edward Lyon | Nov 15, 2018 | Blog
Life is full of conflicts. Some of those conflicts are epic and momentous, like the Democrats versus the Republicans, the Arabs versus the Israelis, or the Sunnis versus the Shi’ites. Others are just as hard-fought, but on a smaller scale, like Delta Tau Chi... Read more...
by Edward Lyon | Nov 1, 2018 | Blog
Last week, we were delighted to host our annual Elites Masterminding conference here in Cincinnati. It’s always my favorite two days of the year, and this year was no exception. 30 of us commandeered the elegant Seasongood Room at the University Club, and put our... Read more...
