In an interesting recent article “Your Clients and Their Children: The Problems With Joint Bank Accounts” by Andrew Rice there is a recurring question that pops up during elder and estate planning: should I…
More ➤The Government Finance Officers Association held its annual conference in San Francisco this past week. Edwin Lee, the mayor of San Francisco opened the conference speaking about transparency in government including sharing data with…
More ➤Last week approximately 400 CPA’s (including yours truly) descended on Capitol Hill to discuss issues of interest to the profession and our clients. The Capitol Hill visits were in conjunction with the Spring Meeting…
More ➤At one time or another we are probably all guilty of slipping a little “bizspeak” into our conversations. But if you are really interested in acquiring clever phrases and made-up words to embellish your written…
More ➤With graduation season upon us, I thought I’d reflect back on what I think college graduates should really expect with their first job after receiving their diplomas. During my college years I was an endless…
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