Weekly Reports January 2020

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... 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... 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... 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... Continue