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Latest Blog & Articles

  • Lessons learned as a CPA for stroke victims

    I notice a pattern of serving more stroke victims lately who are working through the financial, business and financial after-effects of their long term medical condition. It is often a long multi-year recovery with skills like speech and social skills improving slowly. It is not clear how these new clients find me. Some cite Google,…

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  • The smart way to settle tax problems

    An interesting new tax court decision published last week echoes a common theme I’ve been covering on my Daily Tax Savings show. The court writes “While it is not necessary to show that (taxpayer) made every data entry correctly, the record offers the Court no insight as to (taxpayer’s) installation, training, or use of the…

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  • A Business Model for Working-Class Financial Services

    I left a high-profile Wall Street firm thirty-eight years ago because I was personally committed to supporting small businesses in my community, not just serving the ultra-wealthy elite. Since then, I’ve worked to build and operate a Registered Investment Advisor (RIA) firm, a diversified financial services firm, and a CPA practice. Through all of this,…

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