Important IRS Deadline

September 15June 21st has come and gone. It’s officially summer now, and the days are actually getting shorter already. You and your clients are busy with barbecues, kids’ summer camps, and all the other fun that makes living through long cold winters worthwhile. (Unless, of course, you live in Dallas or Phoenix, in which case this time of year is your version of winter and you spend your days running from air-conditioned house to air-conditioned car to air-conditioned office and back.)

People are busy, busy, busy. It can be hard to shake prospects out of their summer routines to focus on tax-planning engagements that they don’t think will even pay off until sometime next April. Not only that, but people like to procrastinate. (I lived a good portion of my life with the motto “why put off until tomorrow what you can put off until the day after,” and Keith and Lisa will be happy to tell you I still haven’t outgrown it entirely. That’s why there are still things on my “to-do” list dating back to 2007.) Read more…

One Word that Sells Tax Planning to Current Clients

I usually try to have as much fun as I can with these weekly posts. The more entertaining they are to read, the more you’ll actually read them, and the more you read them, the more valuable we remain to you, yadda yadda and all that.

But every so often a serious question comes along, one that calls for a more serious answer. So let’s talk today about structuring tax-planning engagements so clients see that they are distinct and valuable apart from traditional tax-prep services. Read more…

Marketing Advice from Winston Churchill

Sir Winston S ChurchillIf you’re not joining us on our Wednesday Member Call-Ins, you’re missing a big part of your TaxCoach membership. I realize it’s not always easy to reserve an hour out of your week to work on your business instead of in it. But if that’s the case, you probably need the Wednesday Call-In even more!

On this week’s call, a member from Oregon asked a great question – and a great man named Winston Churchill had an equally great answer. Read more…

My $80 Bag of Groceries

Bag Of GroceriesMemorial Day weekend, my girlfriend and I enjoyed an especially relaxing Saturday afternoon. (There’s got to be a better term than “girlfriend” for a divorced guy who’s 50 years old, but that’s neither here nor there.) We started out with a couple of hours of tennis, which I’ve discovered is quite a bit better exercise than golf. Then we moved to my house to grill dinner on the deck. On the way, we stopped at Whole Foods to pick up supplies.

We ended up with a gorgeous-looking ribeye steak, along with some pasta salad in lieu of the usual baked potato, limes for Liza’s drinks, and a 6-pack of St. Pauli Girl nonalcoholic beer for me. (Costs the same as the fully-leaded version — there’s a lesson in that.) Read more…