I’ve been speaking at seminars now for over 10 years. I started doing my own about 8 years ago. They are a great way to meet, network and reconnect with your clients and prospective clients. But, wow, do they take a lot of energy! Generally, I don’t get much else done the week before an [...]
Continue reading...Friday, July 18, 2008
I’ve spent the last few days getting ready for the seminar this weekend (Loopholes of the Rich Charity Weekend) and in meetings, meetings, meetings. We’re refining and expanding our TaxLoopholes brand. That will probably be a 3 month project that I’ll keep you posted on. For BusinessToInvestment (B-I), the Million Dollar Journey, I’ve gotten side-tracked with all [...]
Continue reading...Tuesday, July 15, 2008
Early on in this challenge, Jorge posted an article on 29 ways to make money on the Internet. At the time, I remember thinking that it was so easy to just make money out of “nothing” (or rather just the flow of electrons). Now, 3 months into this project, I find that I’m again reassessing [...]
Continue reading...Wednesday, July 9, 2008
The second book that impacted me these past few weeks is “High Tech, High Touch”. I’ll sum it up with this statement: The more High Tech we become, the more High Touch we crave. I’ve been really pondering what that means for my new tax firm, Diane Kennedy’s Tax Services. Part of the reason that the model [...]
Continue reading...Monday, July 7, 2008
Want to have more wins? Then celebrate the little ones that you get! You might have read a few blogs ago about my struggle with finding a home for an ongoing article (then blog) about tax strategy and asset protection for Docs. The blog then points to www.lesstaxfordocs.com. The first two magazines that I had [...]
Continue reading...Sunday, June 29, 2008
July is typically a lot like June and August for my CPA business - slow. I’ve done this for a lot of years now and we always experience the summer doldrums. As soon as the kids go back to school, though - look out! It’s flat against the wall until next summer. I used to [...]
Continue reading...Tuesday, June 24, 2008
I’ve been a CPA now for about 25 years. In that time, I’ve seen a lot of different biz opps, investment strategies and out and out scams. One of the things people love or hate is MLMs or IBOs or Direct Selling or whatever it’s called. There is almost a kneejerk reaction to them. But, break [...]
Continue reading...Thursday, June 19, 2008
The White House Financial Literacy Roundtable was held in a small ampitheater type room. It was worn and dated, but the AC worked! It wasn’t that hot outside (mid-70’s) but the humidity was killing this desert girl. Jay Hein, Head of the Faith-based and Community Initiative called the group to order. We then had a series [...]
Continue reading...Friday, May 30, 2008
I began the Journey in April 2008, so it’s technically only been 1 1/2 months for me shooting for the million dollars. But, it’s been 7 months since my business turned on its ear. So, what’s happened since then. (1) I returned to doing tax strategies. This is earned income, but it’s highly leveraged because not [...]
Continue reading...Saturday, May 24, 2008
Well, I’m two months into my new project. I find that I keep getting off track from my original program. Before I began the project, my business ventures included a tax strategy business (only initial strategies), a CPA referral business and Tax Loopholes (online tax education company). The 5 years prior to that point were very [...]
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Tuesday, July 22, 2008
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