A Scary Disconnect

Legend holds that in 1494, an Italian friar named Luca Pacioli was sitting under an apple tree when an apple bounced off his head. In a flash of insight, he invented the “double-entry bookkeeping” system where each entry has a corresponding and opposite...

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A Failure to Communicate

I’ve just completed a long-awaited move from “Camp Lancelot” — my thoroughly conventional 4-bedroom house in a thoroughly-conventional suburb of thoroughly-conventional Cincinnati — to the “Crow’s Nest,” a 22nd-floor -apartment overlooking the mighty Ohio River smack...

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Arby’s Has the Meats. We Have the Data. 

If you’re watching any football at all this season — NFL, college, or even that silly version they play in Europe with the round balls and the players faking career-ending injuries every time they fall down — you’ve seen way too many ads for Arby’s restaurants. Their...

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Rocket Fuel for Your Planning Business

You’re reading this because you like the idea of using tax planning to grow your business. You think it will be terrific “bait” to attract prospects and keep clients. You think you’ll be able to charge more for it than for accounting and tax prep. And you think it...

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Just Doing It, Part Infinity

Earlier this week, the Nike company dove into a little controversy by signing quarterback Colin Kaepernick to a new ad campaign. Kaepernick, of course, isn’t famous for throwing touchdowns. But he IS famous for leading players protesting police brutality by taking a...

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Holiday Time is Here

We’re less than two weeks out from Labor Day, September 3. That means official Tax Planning Season starts on September 4! And this year, Tax Planning Season can be even merrier than usual. That’s because we have the Tax Cuts and Jobs Act, a whole new tax law to plan...

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TaxCoach Software 2005-2018

For the first time in 12 years, we’re using this space to present an obituary:   TaxCoach Software 2005-2018   TaxCoach Software passed away on August 1, 2018, but was immediately replaced by the Tax Master Network®. TaxCoach was born on January 1, 2005, to Edward A....

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A New Vision

A New Vision I’m writing this week’s Briefs from the LensCrafters store just a few minutes from my house, while they swap new lenses into my current frames. And it occurred to me as I was driving to the store, that the idea of “vision” made perfect sense to talk about...

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