Publications

June 17, 2025

Weekly Report 25-27

A REMINDER OF KEY BUSINESS ARENAS WHICH NEED PERIODIC REVIEW & UPDATE TO ENSURE OPTIMAL PERFORMANCE AND PROTECTION:  Clarity in Goals, Objectives & financial expectations, with Consensus among partners & key team; Accounting & Administrative Controls; Risk management; Technology infrastructure & Cybersecurity; Operational Effectiveness (remembering the Murphy’s Law that if anything can go wrong, it... Continue
June 9, 2025

Weekly Report 25-26

  IRS has just announced: (1) Nearly one third of its audit staff have been laid off, necessitating numerous dropping of tax return audits in process; (2) the Internal Revenue Service agency is “poised to become more earnest in its use of artificial intelligence during the auditing process”; and (3) that ‘improper payments’ exceeding $21.4... Continue
June 3, 2025

Weekly Report 25-25

PHONE SCAMS GENERALLY SUCCEED BY CREATING A SENSE OF URGENCY to make the person who answers act quickly, without thinking, to hand over money, banking & credit card numbers, or personal information. Popular scams continue to involve fake prize notification, urgent ‘frozen account’ alerts, bogus loan offers, phony home services, even false job recruitment.  Strategy... Continue
May 27, 2025

Weekly Report 25-24

  OUR YOUNGEST GENERATIONS ARE FACING A CATCH-22, as social media has become their primary arena to connect and communicate with friends, it is now clearly associated with depressive symptoms and risky behavior. A 3-year research study involving twelve-thousand kids starting at age 9 & 10 found that: (1) Depression symptoms jumped 35% as social... Continue
May 20, 2025

Weekly Report 25-23

OWNERS OF A FAMILY BUSINESS WHO WISH TRANSITION TO CHILDREN FACE A TRICKY ROAD, since fewer than 30% survive through 2nd generation and only 12% endure to the third before derailing, according to latest analyses. A few steps which can best navigate transition are: (1) Don’t just assume that children want to take over, that... Continue