Publications
January 25, 2020
WEEKLY REPORT 20-04
AT SOME POINT, MOST SENIORS EXPERIENCE AND STRUGGLE WITH VARYING LEVELS OF DEMENTIA, diminishing their capacity for prudent decision-making and risk of falling prey to fraudulent schemes or financial abuse. Evidence of a dementia-related condition includes “erratic spending patterns, unpaid bills, cognitive issues, erratic behaviors, missing possessions (especially jewelry) and money withdrawn from banks or... Continue
January 18, 2020
Weekly Report 10-03
GENERATION Z (aka iGens and AppGens) ARE THE KIDS NOW ENTERING THE WORKFORCE. They’ve been born since the late 1990s into a world where the internet has always been a focal part of their life, with skills to “shift seamlessly between apps, devices & technology conversations… They bring a unique set of expectations about the... Continue
January 15, 2020
Weekly Report 20-02
2/3 OF FAMILY-OWNED BUSINESSES NEVER MAKE IT TO THE SECOND GENERATION (and 85% are gone by the 3rd) – mostly because they are seldom structured or managed effectively. Controlling owners find it uncomfortable to balance multiple roles; family members have expectations, envy, ego, insecurities or entitlement issues; communication is often stifled by emotional entanglements. Decades... Continue
January 6, 2020
Weekly Report 20-01
CALIFORNIA EMPLOYERS NOTE NEW LAWS EFFECTIVE NOW: ‘INDEPENDENT CONTRACTOR’ classification (1099) law now stipulates a ‘legal presumption’ that ALL workers, unless professionally Licensed, are Employees, irrespective of written agreements. To escape the presumption, workers must now satisfy all three legislated tests: (1) Contractually and factually free from control of the hiring entity; (2) Performing duties... Continue
December 18, 2019