Tax Relief for Victims of Hurricane Ida
Little did I know – or imagine – as I wrote our May-June nine-part series on expecting the unexpected and preparing for it (first installment here) that we’d all be experiencing an unexpected and catastrophic event so soon! We’re sending this email today rather than our usual Wednesday so as to keep you informed to […]
How to Manage Your Work Day More Effectively
To Our Valued Clients and Friends: It’s so easy to get overwhelmed, especially these days. We deal with everything from emails and phone calls to client emergencies to leading our teams. And while working remotely, isolation can exacerbate any problem, even as lack of distraction can aid us in better focusing. When we feel overwhelmed, […]
Helping People, Giving Back
To Our Valued Clients and Friends: At the most basic level, I think I was put on this earth to help people. That’s my bread and butter; it’s how I’ve built my business. Helping you achieve your personal, individual, and business goals through empathetic listening, understanding, and then applying my expertise and experience to assist […]
Make Work Simpler: The Eisenhower Decision Matrix
To Our Valued Clients and Friends: Entrepreneurs. They – or, rather, we – are a unique breed. We drive a significant segment of the world’s economy, we create jobs – and we help people. But one thing I’ve found about us – we tend to take on too much ourselves. I don’t know whether Dwight […]
Update – PPP Loan Forgiveness
To Our Valued Clients and Friends: Isabel Guzman, Administrator of the U.S. Small Business Administration (SBA), recently announced plans to streamline the forgiveness process for Paycheck Protection Program (PPP) loans between $150,000 and $2 million. While initially, no details were forthcoming, it now appears that the SBA is planning to create its own online portal […]
How I Prioritize – The Four Burners Theory
To Our Valued Clients and Friends: Someone recently suggested – knowing I believe in maintaining a work-life balance – that I look into The Four Burners Theory. In brief, the theory suggests we look at our life as represented by a stove with four burners: Our family Our friends Our health Our work It further […]
The Green Book – President Biden’s Tax Proposals
To Our Valued Clients and Friends: On May 28, 2021, the Biden Administration released its proposed 2022 Budget, in tandem with the U.S. Treasury Department’s release of its “Green Book,” which contains further details regarding the Administration’s tax proposals. Some of the significant proposals to raise revenue to fund the American Jobs Plan include: Increasing […]
The Privacy of Your Tax Data? Fuggeddaboutit!
To Our Valued Clients and Friends: From our nation’s Tax Code: “Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law. Taxpayers have the right to expect appropriate action will be taken against employees, return preparers, and others who […]
What JazzFest’s Return Means to Me
To Our Valued Clients and Friends: One recent Sunday evening, I sat on my front porch, feet toward Lake Pontchartrain and head toward the Mississippi River – those two bracketing and defining New Orleans waters. I felt a breeze coming off the river, as refreshing to the spirit as the music I was listening to […]
Expect the Unexpected IX –10 Things NOT to do in a Crisis
To Our Valued Clients and Friends: Welcome to the ninth and final installment in our series on preparing your business to weather unexpected events. Read Parts I – VIII here, here, here, here, here, here, here, and here. This week, we discuss 10 mistakes businesses should avoid during a crisis. Crises do happen – we […]