Unintended Consequences
Congress is meeting to debate taxes, and it’s NOTHING like what you learned in school.
These Weird Tricks Bail Clients Out of Qualified Plan Traps
Here’s Part Two of our discussion on qualified retirement plan pros and cons.
Maybe There Should Be a Free Lunch
Everyone knows there’s no such things as a free lunch. Except when there is. Should you be offering a free lunch?
Let’s Be Honest
Here’s a day for Americans to reflect on how honest we are with each other — and the IRS.
Boost Your Price to Boost Your Clients’ Trust
This week’s lesson on charging higher fees comes from Rolex and Ferrari.
Poetry That Is Seen
Art is priceless. Until it’s not.
Tricks and Traps with Qualified Plans
Qualified plans can be the best way for clients to save tens of thousands in taxes every year — except when they wind up costing even more in taxes they don’t have to pay!
Shakespeare the Tax Cheat: A Drama in Two Sonnets
Celebrating William Shakespeare’s 456th birthday — and a dark episode from his history
How to Avoid an April 16 Hangover
Here’s a new way to price and bill for your tax-prep service that isn’t really new at all.
Something to Celebrate?
New York’s decision to legalize marijuana means greener pastures for tax collectors.
