Category Archives: Practice Development

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…

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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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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The $3,000 McGuffin

In Hollywood, a “McGuffin” is “an object or device in a book or a film that serves merely as a trigger for the plot.” Think of Humphrey Bogart’s noir classic, The Maltese Falcon. Bogart’s hard-boiled detective, Sam Spade, calls the statue itself “the stuff that dreams are made of.” But really, it’s just a device to send Spade on a series of adventures.Citizen Kane’s “Rosebud” is another McGuffin. It doesn’t matter what the name refers to; it’s just a device for examining the life of the great Charles Foster Kane. Read more…

Your One-Step Marketing Plan to Take Advantage of Tax Planning Season

We humans have evolved to pay attention to all sorts of seasons as the years go by. I’m not just talking about the usual spring, summer, fall, and winter. I’m talking about holiday seasons, hunting seasons, football seasons, and the like. But none of those are more important than the one that starts Tuesday, after you put away those summer whites that Emily Post says you shouldn’t wear after Labor Day. I’m talking, of course, about Tax Planning Season. Read more…