Smishing – what you need to know

When I first saw the word smishing, I assumed it was some new lingo the kids came up with to further stump us adults. But then again, this is coming from someone who didn’t know what ‘on fleek’ was until it was no longer cool to use. (It’s okay if you still don’t know what […]

What do your clients really want? Ask!

If you have a small firm, you know how much of your valuable time can be eaten up with things that don’t generate revenue, such as administrative duties and staffing headaches. So, the thought of doing one more thing might seem overwhelming. But what if it’s the one thing that catapults your practice to the […]

Help disaster survivors — not scam artists

It’s a familiar cycle. A disaster like Hurricane Florence strikes, and the airwaves are inundated with news of people displaced and homes destroyed. And shortly afterwards, you’ll see friends and colleagues ‘sharing’ on social media that they’ve contributed money towards relief efforts on crowdfunding platforms such as GoFundMe and encouraging others to give what [...]

Help disaster survivors — not scam artists

It’s a familiar cycle. A disaster like Hurricane Florence strikes, and the airwaves are inundated with news of people displaced and homes destroyed. And shortly afterwards, you’ll see friends and colleagues ‘sharing’ on social media that they’ve contributed money towards relief efforts on crowdfunding platforms such as GoFundMe and encouraging others to give what [...]

Planning, valuation could have saved Franklin’s heirs $20mil

Aretha Franklin, the “Queen of Soul,” passed away last month in her birthplace of Detroit after six decades reigning the music industry. The first woman inducted into the Rock and Roll Hall of Fame, Ms. Franklin leaves behind legendary hits and performances and a legacy many entertainers only dream of achieving. What she didn’t leave […]

Planning, valuation could have saved Franklin’s heirs $20mil

Aretha Franklin, the “Queen of Soul,” passed away last month in her birthplace of Detroit after six decades reigning the music industry. The first woman inducted into the Rock and Roll Hall of Fame, Ms. Franklin leaves behind legendary hits and performances and a legacy many entertainers only dream of achieving. What she didn’t leave […]

Do you know these three tax client types?

Your tax practice sees a lot of traffic, no doubt. Clients of every stripe pass through your doors seeking your guidance on all kinds of things. While every CPA tax practitioner is at the ready with good advice and service on all things tax, many go above and beyond with additional planning services. There’s even […]

Are you ‘more dumber’ than your smartphone?

Chances are, you love your smartphone. No. I mean: You really love your smartphone. MRI studies show that when we hold our smartphones, we almost feel as though they’re holding us back. Our brains produce a veritable love potion of chemicals – namely dopamine and oxytocin, the same chemicals released during cuddling. I guess that […]

Are you ‘more dumber’ than your smartphone?

Chances are, you love your smartphone. No. I mean: You really love your smartphone. MRI studies show that when we hold our smartphones, we almost feel as though they’re holding us back. Our brains produce a veritable love potion of chemicals – namely dopamine and oxytocin, the same chemicals released during cuddling. I guess that […]

Hurricane preparedness: Better to be safe than sorry

  Please note: This blog was written before Hurricane Florence made landfall. Our thoughts are with those in the hurricane’s path. Below, you’ll find resources that will help you, your loved ones and your clients recover from the devastation and also prepare for future disasters. Don’t let the fact that fall is right around the […]