Articles & Videos
Is There Still Time to File My 2016 Taxes?
Is There Still Time to File My 2016 Taxes? The tax deadline this year has obviously passed, and most people have pushed the subject of taxes to the furthest part of their minds. However, for those who still haven’t filed a return, the tax season continues. That begs the question: is there still time to…
Accountability in Four Easy Steps
Source: Partner Insights The following includes excerpts, reproduced with permission, from an article by Marty Stanley, president of Dynamic Dialog, Inc. Accountability hasn’t been considered the “next big idea” because it’s not “flashy.” There are no “bragging rights” about implementing an accountability process. After all, accountability means people would need to change, rather than a system or process…
Are There Any Tax Benefits Coming to the Middle Class?
Are There Any Tax Benefits Coming to the Middle Class? Now that the president and his administration have announced their plans for an overhaul to our nation’s tax system and code, most taxpayers are wondering how it will affect them. While there are many reports that the nation’s wealthiest will get even wealthier, thanks to…
Top Careers for Working Parents
Top Careers for Working Parents Let’s face it, being a parent is a tough job. Long hours, no holidays or vacation days, and the pay is anything but spectacular. Of course, parenting has some great rewards, and most parents wouldn’t trade those intangible benefits for anything. However, the reality is most parents struggle to figure…
Traveling Abroad? Try These Top Global Breakfasts
Traveling Abroad? Try These Top Global Breakfasts Anyone hungry for breakfast yet? As a high net worth individual you most likely spend a lot of time traveling, for both business and pleasure. One thing that many people love about traveling to foreign countries is all the new types of cultural experiences they get to have,…
How Three Important Life Decisions Will Affect Your Retirement
How Three Important Life Decisions Will Affect Your Retirement How close are you to retirement? Is it just around the corner or is it still years away? Regardless of how you answer that question, planning for retirement is something that everyone should do. And waiting till you’re 55-years-old isn’t a good idea. It’s best to…
Consider These Small Business Tips for 2017
Consider These Small Business Tips for 2017 Tax time can be stressful for any taxpayer, but if you’re a small business owner, then it can really be a huge burden. However, there are some excellent tips and ideas that can help reduce your stress levels and put you at ease. First off, you should strongly…
Don’t Get Scammed This Tax Season
Don’t Get Scammed This Tax Season Thousands of people are conned out of money every tax season by scammers. The problem with these scams is that they sound very convincing and if you don’t know what to look for, then you could easily be taken advantage of by one of these con artists. There’s a…
Key Elements to Successful Teamwork
Key Elements to Successful Teamwork At our recent leadership retreat our team focused on two topics: Trust and accountability. After reading several books and having lively discussions for two days it became clear that a firm must have trust in order to hold people accountable. This is not a new or difficult concept; however, becoming…
The Perfect Leadership Trio
The Perfect Leadership Trio Chip Conley, author of ” The Rebel Rules: Daring to be Yourself in Business, says your management team should consist of a brain trust that includes a “passionate visionary,” a “get-your-hands-dirty operator,” and a “responsible, finance-minded executive.” But how do you use this in your business? 1. Passionate visionary. The passionate…
Did I Accomplish All I Wanted?
Did I Accomplish All I Wanted? When you think about life, what do we have that comes of lasting value? Eventually, we go to the grave and the things that we acquire don’t go with us, but the memories that we leave behind and relationships with others will be long lasting. I recently had an interesting experience…
Trump Warns Companies Considering Sending Jobs to Foreign Countries
Trump Warns Companies Considering Sending Jobs to Foreign Countries One of the many promises president-elect Donald Trump made during his run to the White House was to keep more jobs in America. Now that he has been elected, it appears that he is serious about this promise. Trump recently made it very clear, in no…
How to Successfully Invest Under President Trump
How to Successfully Invest Under President Trump There is a lot of uncertainty for a lot of different reasons now that Donald Trump has been elected as our country’s next president. Whether you have concerns or not, Trump’s proposed tax policies are likely going to affect you one way or another. Another group of people…
Which Stocks Stand to Gain From Trump Victory?
Which Stocks Stand to Gain From Trump Victory? News of Donald Trump’s victory on November 8th sent shockwaves around the world and initially sent the stock market down. However, the market has since stabilized and reports of a major decline have not panned out. Of course, the stock market is in constant flux and things…
Top Tech Issues to Watch With Trump
Top Tech Issues to Watch With Trump Now that Donald Trump is set to become the nation’s 45th president, there is a lot of talk about his proposed tax policies and how they will affect taxpayers from all walks of life. Taxes are of course a huge issue so it makes sense that they are…
Trump, Clinton and the Wealthy – What’s at Stake?
Trump, Clinton and the Wealthy – What’s at Stake? The 2016 presidential election is finally winding down and in a few weeks we’ll know who our next president is going to be. This election cycle has been very heated and the two candidates have been very polarizing. While most people at least have a routing…
Believe it or Not, Clinton, Trump Do Agree on Something
Believe it or Not, Clinton, Trump Do Agree on Something Are you ready for the election to be over? While all presidential elections seem to bring out some of the worst in people, this one appears to have reached new levels of animosity and contention, which is constantly on display in the media. It’s no…
Best and Worst States for Taxes for Startup Companies
Best and Worst States for Taxes for Startup Companies Startup companies face many forms of opposition as they set out to change the world, or at least carve out their own niche – even though they are typically working to provide solutions. That doesn’t mean that people or other businesses oppose them, necessarily, but rather…
Inboard- Disrupting Urban Transportation
Inboard- Disrupting Urban Transportation I recently met with Ryan Evans, CEO and Co-Founder of Inboard Technology. What he and his business partner have been able to accomplish with Inboard, in a relatively short period of time is amazing! From creating the first electric skateboard with motorized wheels to raising over $400,000 on Kickstarter, Inboard has…
What Happens to the Wealthy if Latest Estate Tax Proposals Pass?
What Happens to the Wealthy if Latest Estate Tax Proposals Pass? If you haven’t heard by now, there is a chance that wealthy business owners could be taking a big hit thanks to a proposal announced last month by the U.S. Treasury Department. We discussed this proposal in a previous blog: “Is Obama Secretly Trying…