Trump Accounts vs. UTMAs
Decades ago when I left a Wall Street firm to launch an independent advisory firm in Doylestown, Pennsylvania, we gifted…
The Private Equity Scourge
The headline that hit hardest this month illustrates a much bigger problem: a major home-renovation roll-up filed Chapter 7 bankruptcy…
What does a small business CPA Really Do?
(A lot more than just taxes!) Last week I met a successful businessman at a small group lunch meeting in…