Financial, Tax, and Family Office Services
For those of you who have talked to me in the last three weeks you know it’s not been a happy time. I’ll try to keep my ranting down to an acceptable level and perhaps we can all learn something. Background: Microsoft is very proud of their Windows 10 operating system. In …
I read a great article in Fortune magazine this morning. (Notes to millennials: “read” is the older generation’s version of “viewed”; “magazine” is the beta version of a web post). The online version is found here. The short version: (1) Prove you can learn (2) Your best investment is in yourself (3) Never stop learning …
Using What Works – An Easy to Use Guide I read a great article today by Tommy Jay titled “ How to measure marketing consulting services” that’s worth your time. So with your limited time and resources, how do you measure new customers, lifetime customer value, and time and energy saved? You need a database …
IRS Penalties and interest – The Very Basics for Individual Taxpayers Interest is the easiest. For the past several years, the interest rate has been 3%, per annum, compounded daily, for both underpayments and overpayments. There are three types of penalties most taxpayers will see: Underpayment of estimated tax Failure to file …
Sometimes a picture is worth more than a thousand words. Here’s the advertising.
We all know the standard New Year’s Resolutions by now. Exercise more. Lose weight. Manage your debt. Save more money. There’s an app for all of these and a lot more. And most people make it all the way to February before effectively giving up on the resolutions. A personal trainer I know refuses to …
Try to say this with all the enthusiasm of the Dunkin’ Donuts character. But it’s year end, and a good time to document the mileage of your business vehicle. Who knows, someday someone may ask you what the mileage on your vehicle was on December 31, 2015, and if you write it down today, you’ll …
