Top 10 Tips for Year-End Tax Planning

Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.

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Why Are The Wealthy & Family Offices Investing in Private Companies?

Why Are The Wealthy & Family Offices Investing in Private Companies?

Why Are The Wealthy & Family Offices Investing in Private Companies? Well, it’s true that many private companies would gladly accept significant investment from a venture capitalist. However, there is a new trend emerging among wealthy investors that goes against the norm. Increasingly, private companies are turning to private investors and family office wealth to…

How to Lead in the Age of Agile During a Pandemic

How to Lead in the Age of Agile During a Pandemic

How to Lead in the Age of Agile During a Pandemic Have you heard of agile? It’s often a buzzword in the workplace. Agile started as a philosophy related to software development. But in the past few years, it has morphed into an entire work philosophy. It’s generally viewed as the ability to create and…

mutual respect, improve workplace

4 Ways to Improve Workplace Mutual Respect

Does workplace mutual respect matter during a pandemic?  Yes, it’s important with or without a pandemic, just like it is at home!  The new social distancing rules prompted by the COVID-19 pandemic have resulted in a proliferation of remote workers.  How do business leaders and organizations adjust to extraordinary circumstances never taught in business school? …

Possible PPP Legislation | 1099-B & W-4P

Update on Possible PPP Legislation Hello and welcome. This is Ron Cohen. And this is a tax updates podcast. I’m with the firm of Greenstein Rogoff, Olsen and company. My phone number is 510-797-8661. Call anytime we’re happy to talk and chat with anybody a little bit to see if we can help. This episode…