Weekly Reports

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... Continue

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... Continue

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... Continue

  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... Continue

     THOUGHTS FOR  YEAR-END CONTEMPLATION ‘TIME MANAGEMENT’ IS AN ILLUSION. It passes irrespective of our desire, intention or behavior. So framing efforts to improve productivity or efficiency in the context of the ‘clock’ is misdirected. Reality is that the problem in... Continue