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Starting a new business

A question came up in a discussion group to which I belong.  The question was, How to start a new business?  What are do’s and do not’s; which are emerging trends and markets; where will future lie; and what about sustainable demand?  My response:

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Small Busnesses ROCK!

 5/17/09 – It’s Small Business Week! To all of my small business clients and colleagues, I say, HORRAY!  You are the backbone and the frontlines in the business world and I salute you!  And your helpful news of the week comes directly from the IRS website, where they have posted a pile of reminders to help …

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How long should I keep records?

  03/29/09  Tax season is winding down – only 2 1/2 weeks left!  Several clients have asked me how long they should keep their tax and business records.  After completing 3 tax audits in the past 6 months, I think everyone should keep everything **wink**, but I know that’s not practical.  So I looked on the IRS …

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To 4 or not to 4

03/03/09  I had an interesting email conversation with an associate on LinkedIn, a student working an internship asking about joining a Big 4 firm.  I have permission to repeat the conversation here, though I have masked some information in the interest of privacy and to keep on topic, and I think my advice was useful …

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The Deal is Done

02/20/09 President Obama today signed the $787 billion stimulus package, which includes a number of tax breaks and other items of interest: For First-time Homebuyers there is a $500 increase in last year’s tax credit (essentially an interest-free loan) to $8000 – but this time it doesn’t have to be paid back, unless the taxpayer sells the …

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Thoughts on the economy

Help! My retirement fund took a dive! What should I do? If your money is soundly invested in a diverse range of instruments, you should not worry. And you shouldn’t panic and sell it all off before it goes down any further – it may cost you in the short term, and it will cost …

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What is True Wealth?

Excellent article that explains what true wealth is:

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, CPAs have always protected your right …

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