All posts by Tax Coach

In Defense of Accountants- What Financial Gravity Learned This Tax Season

Those of you who have followed my years-long “adventure/nightmare/bad romance” with the accounting profession know that I’m not especially fond of this industry. In fact, most accountants who have encountered me would characterize my attitude as aggressively…, uhhh BAD. And really, who can blame them? I’ve built an entire business around the services that accountants don’t give their clients, and I haven’t been shy about faulting them for it. Read more…

If Oprah Can Do It, So Can We

It’s hard to believe that in 2018 — when we’re assaulted by artificial intelligence, virtual reality, ubiquitous social media, and “roll your own” news outlets for every bias and prejudice, that the antiquities that we call “books” still matter. (Wasn’t that what Amazon used to sell before they decided to become the world’s largest “everything” store? You can even get your bone saw there!) Read more…

Use Your Super Power for Good, Not Evil

Our world is full of tax strategies that solve an immediate problem, but expose clients to possibly more expensive problems down the road. One of the challenges we as tax planners face is avoiding the temptation to get sucked into one of traps – or keep our clients from falling into them – when they can look so tempting and attractive.

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Marketing Lessons from Offensive Irish Stereotypes

St. Patrick’s Day is here, and every “Irish for a day” tippler in your social circle will take advantage of this convenient excuse to haul grandma out of the house for a little day-drinking. (It seems unnecessary on a Saturday, but whatever. Cinco de Mayo is on a Saturday this year, too, which will give the “Mexican for a day” crowd an easy excuse to start pounding Coronas with brunch, as well.)

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Trade Your Date for a Newer, Sportier Model

Earlier this week, millions of Americans observed, open-mouthed, as the slow-motion trainwreck known as The Bachelor finale skidded across their televisions. Race car driver Arie Luyendyk chose Becca to be his wife. Then, after what appeared to be weeks of engaged bliss, he dragged the poor woman back into the spotlight to dump her like last week’s leftover fish, then proposed to runner-up Lauren B. Read more…

DNA Tests for Dogs

I’ve always been fascinated by genealogy and my family history. Back in high school, I researched my family tree as a senior project, which involved several trips to peruse musty old “books” at the public “library.” More recently, I used Ancestry.com’s online database to discover that my 11th-great-grandfather on my father’s side, William Bradford, took a rickety boat called the Mayflower to enter the country without papers or a visa to become Governor of Plymouth Colony.

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Q’s and A’s About Q’s and A’s

Lots of you are doing lots of seminars about the Tax Cuts and Jobs Act. That’s a good thing! Audiences have all sorts of questions about the new law, and about taxes in general. Over the last couple of weeks, several members have asked me how to handle audience questions when they’re giving these presentations. So let’s talk about how to answer those questions to make your seminar presentations as effective as possible.

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