Trish McIntire, E.A. has been preparing income taxes since 1988. She is also the author of the blog- Our Taxing Times which covers tax changes, the tax system, and the tax preparation business. See full bio
Ken has served in several leadership roles, including CFO, COO, VP of Administration, and VP of Sales, in start-ups, mid-stage companies, and large multi-national corporations. See full bio
David writes for RealMoney.com on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, and corporate governance. He also began The Aleph Blog to develop a distinct voice with a wider distribution. See full bio
Leon is a true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. He regularly appears on television and radio programs nationwide, as well as in national publications, presenting on various economic and financial topics. See full bio
Rita Keller is an award-winning and widely respected voice to CPA firm management. She is nationally known as a CPA firm management consultant, speaker and author. See full bio
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I’ve written a lot about Buffett over the years. I think this is the eighth shareholder letter that I have written about. I have the unique perspective of being both an actuary and a value investor. I get what Buffett is doing, though by no means am I his equal. This is a commentary [...]
When you are in the bust phase of the credit cycle, there are no good solutions. Do you try to reflate? You can try to, and you will succeed (sort of), if the Fed Funds rate maintains a respectable positive value that does not kill savers. But you might not succeed, because there is not [...]
There has been a trend over the last couple of years to reduce the number of days employees have to be in the office. The 9/80 workweek reduces the number of days in the office by one per every two weeks. In most companies this means you get to take every [...]
Peter Drucker wrote: “Leadership is something that must be learned.” So when I say accountants make horrible business leaders, please know that it is primarily their choice–they could be great business leaders if they wanted to put in the work and discipline themselves to develop the key leadership skills. There are basically five areas of [...]
Turbo Tax has a problem on their hands. They offer, through Santa Barbara Bank and Trust (or a portion of that bank), a program which will allow their clients to have the cost of Turbo Tax and filing their return come out of their Federal refund for an extra fee. The taxpayers can opt to [...]
I had a chance to have a great conversation with Richard Churchill, Agilysys Vice President of Sales for Europe. Given that Agilysys has been working with High Frequency Trading (HFT) customers recently I asked Richard what three things he would tell a technologist new to HFT were the three most important things to consider. He [...]
It is really easy to compare growth rates of emerging and developed markets and the developed markets feel inferior. But imagine this practical example: a toddler could say to a teenager, “Percentagewise, I am growing faster than you.” The teenager would respond, “Percentagewise? You don’t know what it means, kid, and I am growing faster [...]
I am very privileged. I get the chance to meet, talk with and work with some of the most inspired and successful CPA firm leaders and some of the most troubled and struggling CPA firm leaders; all of whom are quality individuals of high integrity but are citizens of two very different cultures.
A friend of mine has said there is no such thing as a bad business or entrepreneur; it’s just that most of them run out of cash before they can figure out how to build a sustainable business model. Whether you agree or disagree, at the heart of that sustainable business model is paying customers.
