Good news! The market is on sale. Why do I view it so optimistically when the average news report makes it sound like the world is ending? Well, a bit of context is required. My first year as a financial planner was an interesting one. Within a year we had Chinese market volatility, the first big drop in the preceding …
Interview with Michael Pharris, CPA. Today we discuss: How a tax return represents the culmination of a year of planning A career in every corner of the accounting world That Tax Planning is not a seasonal exercise but a year-long process How a skilled tax professional more than covers their cost in a combination of planning, tax reduction, and risk …
Welcome! Today’s reading covers how recently someone chose to give up $933,353 over $84,735. Interested? Read on! Recently I set up a Retirement Plan for a medical practice. With over a dozen team members, the practice had utilized a 401(k) plan up to the present day that was structured more like a traditional pension, i.e. where everyone’s money goes into …
Interview with Steven South, founder and CEO of LSE Builders Group. Today we discuss: Building professional skills via experience over education Breaking into a competitive market with high barriers to entry The difficulties and process behind commercial real estate development Advice for dealing with the challenges of growing a business to several million in revenue within a short period of …