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…
Ever wonder what your fellow TaxCoach members are up to during tax season? Winning, that’s what! Here are some success stories from yesterday’s Member Call-In to inspire you for future seasons to come:
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.
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.)
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…
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.
You know how I love taking stories from outside the tax world – from places like politics and pop culture – and using them as examples to illustrate ways to market and manage your business. Today we’re going to turn to science – specifically, the concept of natural selection – to illustrate how to handle a threat to your very existence. Sounds fun, right? Let’s get to it! Read more…
Sometimes member success stories aren’t always obvious at first – even to the member who’s enjoying that success! Here’s a comment from yesterday’s Wednesday Marketing & Management Call-In, along with my comments and some final inspiration.
Here at TaxCoach, our experience over the last 13 years has confirmed our original vision that tax planning can transform practices. We’ve seen members come to us before they even have full-time practices, and make the jump from working for the man to full-time self-employment. We’ve seen one member take his practice from $50,000 in billings to over a million. (We’ve seen lots of members take their practices to over a million, actually.) We’ve seen members sell single plans for five and even six-figure fees.
Last week, we walked you through a step-by-step system for using the new tax law to generate tax-planning engagements from your existing client base. And we promised that this week, we’d do the same for new clients.