Trade Your Date for a Newer, Sportier Model

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Earlier this week, millions of Americans observed, open-mouthed, as the slow-motion trainwreck known as The Bachelor finale skidded across their televisions. Race car driver Arie Luyendyk chose Becca to be his wife. Then, after what appeared to be weeks of engaged bliss, he dragged the poor woman back into the spotlight to dump […]

Unlock the New Client Vault

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Last week, we walked you through a step-by-step system for using the new tax law to generate tax-planning engagements from your existing client base. And we promised that this week, we’d do the same for new clients.

How to Think About the Tax Cuts and Jobs Act

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Welcome to 2018! This year we’ve got a lot more going on than usual, so let’s get right to it.

Devious Tax Avoidance

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] I’ve told you all time and time again how much I recommend using the day’s news to market your business, to join the conversation your prospects are already having, rather than starting your own conversation (which probably won’t interest them very much anyway). So it probably won’t surprise you to learn […]

I, Robot

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Before you read any further, go to www.WillRobotsTakeMyJob.com and type in “tax preparer.” We’ll wait for you. Ok, now that you’re back, let’s talk. I realize you’re not just a “tax preparer.” You’re a tax business owner. That’s different, yes. But if your principal product is tax preparation, you’re in danger.

What Business Do You Want to Be In?

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] You would think that it’s pretty hard to open a business without knowing what business you’re in. It’s easy to imagine what the race looks like when you’re just heading out the gate. But what happens down the road when things like technology, the economy, or consumer demands change? What happens […]

The $500,000 Man

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] There are certain times of year when you just don’t expect people to be available. Take Santa Claus, for example. The week before Christmas, he’s busy. Don’t expect him to return your calls or emails. For most of us, this is that time of year. But even the busiest tax season […]

Enjoy It While You Can

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Every year or so, I write an article for these Briefs and tell you up front that it’s the most important article I’ll write all year. (You may not think that bar is especially high, but at least when I say it I mean it.) Well, it’s 2017 now, and I […]

Putting Out Fires (S Corp Edition)

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] In a way, we’ve all been spoiled these last few years. Gridlock in Washington has meant little change in the tax code. Sure, we had a little action at the end of 2013, when the “fiscal cliff” threatened to upend us all in a sea of government red ink. And we’ve […]

Give ‘Til It Hurts

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Americans are a generous lot. The National Philanthropic Trust reports that, for 2015, we gave a total of $373.25 billion to “charity,” broadly defined. That includes $268.28 billion from individuals, $57.19 billion from foundations, and $18.46 billion from corporations. Individual donations averaged $2,974. That average covers a lot of variation, of […]