Weekly Reports

LIFETIME TRANSFER PLANNING is more about “discussion of contingencies rather than structure,” focused on strategies for wealth protection (including tax avoidance) and for distribution of assets to loved ones, charitable entities and/or other legacy objectives, before deathbed decisions & declarations... Continue

MILLENNIAL UPDATE: Some 92 million people aged 15 to 35 now comprise the biggest generation in U.S. history and their impact is huge – on their parents as well as the country’s economy. Having come-of-age during years of dramatic economic... Continue

AN EFFECTIVE PERFORMANCE EVALUATION PROCESS IS CRITICAL to employee motivation, development and retention. But most businesses utilize archaic processes which can produce the exact opposite results, by: (1) Making the process an intimidating one-way criticism “on the past and who’s... Continue

SMALL BUSINESSES ARE “ENTICING TARGETS FOR HACKERS… who presume – often correctly – that controls are not as strong.” The absolutely critical factors in protecting data, after reasonable configuration of firewalls & anti-virus software, are to: (1) Establish a culture... Continue

SMALL BUSINESSES ARE “ENTICING TARGETS FOR HACKERS… who presume – often correctly – that controls are not as strong.” The absolutely critical factors in protecting data, after reasonable configuration of firewalls & anti-virus software, are to: (1) Establish a culture... Continue