How Lucky We Are

It’s a holiday today in my part of the world.  We tend to use holidays as an opportunity to remember how fortunate we are and how grateful we ought to be.  That’s great – let’s resolve to spend the next year remembering our good fortune and gratitude on a daily basis.  See you next week.

How Do You Respond?

“Fall seven times and stand up eight.” – Japanese Proverb People throw around a lot of different words and phrases to describe great leaders.  You hear about things like work ethic, integrity, communication skills, vision, strategic thinker, etc.  The list could go on and on, but most lists would be missing one of the most … Read more

It’s Coming

“It does not do to leave a live dragon out of your calculations, if you live near him.” – J.R.R. Tolkien I had the good fortunate a few weeks ago to be chatting with a group of extremely high-performing leaders.  A lot of interesting topics came up, but one that really stretched everyone’s minds was … Read more

6 Misconceptions of a Revocable Living Trust

A revocable living trust, or RLT, offers many benefits, including probate avoidance, privacy, and flexibility in managing assets during one’s life, incapacity, and death. However, despite their popularity as an estate planning tool, there are many misconceptions surrounding revocable trusts that lead to confusion and misunderstandings. Watch this video to learn about the top six misconceptions.

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Business Travel Expenses: Per Diem vs Actual Expenses

If your employees travel for work purposes, it’s important to understand the various methods of tracking and substantiating travel expenses so that you can maintain accurate records, control costs, and take advantage of potential tax benefits. Watch this video to learn about business travel expenses, per diem allowances, and how they affect employees and employers.

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What Do They Need?

“It takes considerable knowledge just to realize the extent of your own ignorance.” – Thomas Sowell I’m fortunate to have the opportunity to meet with a group of outstanding leaders on a regular basis.  We get together and talk about a lot of different topics, mostly big picture stuff.  It’s an opportunity for those leaders … Read more

Be You

“Always be a first-rate version of yourself, instead of a second-rate version of somebody else.” – Judy Garland Last week in this space the conversation was about understanding who you are and who you aren’t, and then getting help where you need it.  Based on the feedback that came in, that topic struck a nerve.  … Read more

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