Leave Yourself Behind When Working With Clients I once attended a workshop in which an established adviser shared a story...
Make a List, Check it Twice: Sensible Holiday Shopping
Make a List, Check it Twice: Sensible Holiday Shopping Walk into any drug store, and you’ll be bombarded with holiday...
5 Things You May Not Know About IRS Form 990
5 Things You May Not Know About IRS Form 990 With over 300 pages of instructions and 300 possible...
8 Ways to Save Money at Lunchtime
8 Ways to Save Money at Lunchtime Lunch prices are getting out of control. For instance, working in midtown Manhattan,...
Blast from the Past: Lessons Learned from #AdviceAt25
Blast from the Past: Lessons Learned from #AdviceAt25 Look back at your 25-year-old self — what would you tell her...
Six Tips for Valuation Experts in High Stakes Divorces
Six Tips for Valuation Experts in High Stakes Divorces The headlines announcing Brad Pitt and Angelina Jolie’s divorce were just...
Recipe for a Delicious Holiday, AICPA Style
Recipe for a Delicious Holiday, AICPA Style Thanksgiving, Christmas, Hanukkah, Kwanzaa, New Years. Late fall and early winter are choc-a-bloc...
4 Critical Reasons Startups and Smaller Organizations Need Internal Control
4 Critical Reasons Startups and Smaller Organizations Need Internal Control I often hear from practitioners that many of their small...
6 Ways to Ease Audit Workload Compression during Busy Season
6 Ways to Ease Audit Workload Compression during Busy Season With the start of busy season just around the corner,...
Thank a Veteran Today, Help Veterans Year Round
Thank a Veteran Today, Help Veterans Year Round It is relatively easy to take time out of your day...