Weekly Reports Archive

RETIREMENT PLANNING IS A MOVING TARGET, complicated by the fact that most people focus on currently recognizable risks, like equity market volatility or that a particular investment decision was wrong (perhaps guided by an incompetent or unscrupulous advisor). But other,... Continue

NEW TAX LAW UPDATE Re BUSINESS MEALS: 50% of Business Meals can still be deductible, provided that supporting documents fully substantiate (a) that the meal was “directly related to a substantial and bona fide business discussion, associated with the active... Continue

IMPORTANT TAX IMPACT TO MOST READERS: Be aware that the new tax law stops deductibility of business entertainment expenses – paid directly or indirectly!  Starting 2018, no deduction is allowed for “entertainment, amusement or recreation; or with respect to a... Continue

TIME PRESSURE IS THE MOST COMMON CAUSE OF STRESS which, besides impacting the efficiency and effectiveness of business productivity & profitability, can lead to anxiety disorders, headaches, upset stomachs, insomnia, high blood pressure, and behaviors (like drinking & smoking) that... Continue

IN TODAY’S DIGITAL-SPEED BUSINESS WORLD, PERFORMANCE REVIEW ON AN ANNUAL BASIS is being increasingly recognized as both inefficient and ineffective. Professional and Service organizations in particular are converting to more frequent data-gathering and direct feedback programs, including ‘future-focused’ discussions which... Continue