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June 2, 2015
Is it possible to make accounting “sexy”?

Tricky…but not necessarily impossible.  Imagine a pinup calendar with your CPA on your birthday month wearing a strategically placed calculator…and not much else.  Whoa, good luck shaking that visual.  But that’s not necessarily what I’m talking about (unless of course you have some very brave CPA’s on staff).  It’s a tremendous challenge to differentiate what […]

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June 1, 2015
Marketing is…hard, especially for CPA firms

I’m not one to make waves.  (I almost typed that with a straight face)  Who am I kidding!?!?!?  I’m a virtual wave machine…and in my humble opinion marketers in my related industry face increasingly difficult times ahead.  In my best Dennis Hopper voice – it’s the information age man…we’re multi-tasked, multi-media’d, data tsunami’d and socially […]

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May 15, 2015
Every Business Has A Beginning

  Fate. That is the word that my father uses to describe his path to becoming a business owner. The genesis of my father’s entrepreneurship is somewhat unique compared to most of the publicized stories we read about these days.  He didn’t get started in the proverbial garage by inventing the next great thing, he […]

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April 21, 2015
My Dad, The Business Owner

  So here’s a fun tidbit…my father once accepted a job at Pizza Hut out of college. I NEVER KNEW THAT! When I started down the road on this concept (which I’ll explain in a moment), I knew that I would be learning things about my dad that I didn’t know. The Pizza Hut gig […]

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March 26, 2015
Tips for Home Office Tax Deductions

You work from home. You have found a way to squeeze a few more hours out of the day by avoiding a commute. Congratulations! And you are saving money on rent for your office. You can save even more money for your home office by taking advantage of the home office tax deduction when filing your income […]

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March 17, 2015
Succession Planning in a Rapidly Changing Marketplace

Phil Drudy contributed this piece on behalf of Strategic Equity Advisors. The greying of America will result in a significant transfer of wealth over the next two decades. More specifically, the transfer of a business from one generation to the next. The orderly transfer of the control of a business has spawned a cottage industry […]

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March 6, 2015
Tax Planning Deductions in Divorce: 2015 Edition

The 2015 tax season is upon us. At this point in the year, many accountants are focused on preparing and filing tax documents for their clients. The following guide to tax planning deductions relating to divorce can help you minimize your tax expense. Tax Preparation Deduction Tax planning deductions include fees paid for tax preparation […]

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February 20, 2015
Life Planning for Individuals: Finances, Goals & Milestones

Having a financial plan and goals is important at every stage in life. As you age and your financial situation in NYC changes, you financial plan will change as well. Life planning takes a long-term approach to setting up your finances to meet goals at every stage of your life. Life Planning in Your 20's […]

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February 19, 2015
Financial Life Planning Process for Families

Financial life planning is an important part of creating long-lasting wealth for your family. Undergoing the financial life planning process creates a roadmap for navigating your family. Although it may seem overwhelming, there are several simple steps your family can take in order to meet your financial objectives. While the services of a certified financial […]

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