Tag Archive | "CPA"

MLMs - Vent With Me Please

Tuesday, June 24, 2008

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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 [...]

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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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