What financial issues have been on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in to read articles from the point of view of our experienced advisors. We’re glad to have you reading along.

Thursday, May 4, 2023

Many clients come to us needing help for retirement and legacy planning. In this article, we will describe four ways to leave a legacy, and the pros and cons to each idea.Roth IRA ConversionsA Roth IRA conversion is a great way to...

Thursday, May 4, 2023

Congratulations if you are starting to receive stock options from your company! These plans are considered part of a company’s LTIP (Long-Term Incentive Plan). For most employees, these benefits can be realized 1-10 years out....

Thursday, May 4, 2023

Taxes are one of the most important things retirees can pay attention to. It is very important to make sure that your tax preparer or accountant is talking with your financial advisor. This article will go in depth on 3 pitfalls that...

Monday, May 1, 2023

The Supernova Multiplier provides expert guidance to the revolutionary model that has transformed the lives and businesses of finance professionals worldwide. The innovative Supernova method enables [professional service providers] to rapid

Monday, April 10, 2023

With inflation continuing to be an economic bugaboo and market volatility seeming to persist, many investors are considering reallocating investment portfolios to protect their investment portfolios to protect their wealth from threats.

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Friday, March 24, 2023

The episodic and acute nature of a business that only truly experiences client interaction in a single compressed timeframe is potentially detrimental to the long-term growth and viability of the modern CPA firm. A new model...

Friday, March 3, 2023

As inflation continues to make headlines and show little signs of cooling off, it is important to understand what’s causing the spike in inflation, how long most economists expect this heightened rate of inflation to last, and what investor

Thursday, February 16, 2023

Jeff Manzella provides an overview of some little-known and often overlooked tips and techniques to get the most out of your 401(k) retirement account.

Wednesday, February 15, 2023

Sell to a Company or Find the Heir-Apparent Within?More and more of my accountant colleagues are looking ahead. Regardless of their proximity to retirement, my friends, associates and trusted alliances are thinking ahead to retirement...

Monday, January 16, 2023

Watch this short video to see Jeff Manzella explain the drivers of the inflation we've been experiencing in the U.S. economy, as well as Jeff's best forecast of what we can expect on the horizon:

Friday, January 6, 2023

Small CPA firms typically act and operate like the startup they were at their founding, rather than the complex organism a small business soon becomes. Here are three ways growing firms can increase output productivity and maximize growth.

Tuesday, January 18, 2022

When Should You Convert Pre-Tax Retirement Investments to Post-Tax IRAs? The first thing we need to address is the conventional wisdom itself: Is it really always preferable to defer the taxing event on our income/savings to our later years

Friday, December 10, 2021

If you’re competing against the Goliaths in your industry, there are few stones in your sling that the Davids of the world can use to their competitive advantage. And now is the time to wield them.

Thursday, August 26, 2021

When you first started your job, you signed a bunch of new employment papers and within that stack of documents, you likely enrolled in your company’s 401k retirement plan. You likely picked a percentage of payroll to invest...

Monday, August 23, 2021

The average human experience in America is to be born, go to school, go to work, then retire. We spend most of our adult lives working, and while we are working, we hear many buzzwords: 401k, retirement, social security, Medicare, etc...

Friday, August 14, 2020

You board the plane, the pilot says over the speaker, “ladies and gentlemen our instruments are down, I know you want to get to San Diego in 3 hours, we will just have to hope for the best.” Most passengers will not want...