Tag Archive | "CPA"

White House Roundtable Round-up

Thursday, June 19, 2008

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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 [...]

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7 Months Later…Here’s where I am

Friday, May 30, 2008

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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 [...]

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2 Months Into the Project

Saturday, May 24, 2008

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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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Cash Now or Cash Later

Wednesday, April 23, 2008

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I’ve seen the debate for “cash flow vs. appreciation” occur a lot between real estate investors. It’s basically an argument on whether to take the cash now and wait for it later (with appreciation).  I think this discussion is just as important for business owners. This blog post is late because I’m totally fried by the [...]

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