Reality

“Denial is a common tactic that substitutes deliberate ignorance for thoughtful planning.” – Charles Tremper Last week in this space, the topic was leaders operating in fantasyland.  Based on the feedback we received, it’s even more common than we thought.  In particular, leaders are apparently demonstrating the highest levels of delusion when it comes to … Read more

Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.

Categories MBN

Fantasyland Leadership

“I have been driven by curiosity rather than certainty, by the wish to understand rather than the desire to pass judgment.” – Ramachandra Guha Being a leader is difficult, and it’s especially difficult when things happen that don’t fit your expectations of how people, or the world, should work.  Sometimes, the very core things we … Read more

Adjust On The Fly

“Never be so focused on what you’re looking for that you overlook the thing you actually find.” – Ann Patchett Last week in this space, the topic was vision.  Creating a clear, compelling vision isn’t easy, and most organizations never really get it done.  Even organizations that succeed in terms of vision are faced with … Read more

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.

Categories MBN

Get Moving

“Imperfect action stops incessant overthinking.” – Jake Thompson It seems like an oversimplification to say that many leaders suffer from paralysis of analysis, but just because it’s simple doesn’t mean it’s not true.  Leaders everywhere routinely fail to make decisions or take action because they can’t stop thinking. Obviously, you shouldn’t make decisions or take … Read more

It's time to go "Beyond the Numbers".

Get to know our proven, forward-thinking accounting, planning and business consulting experts.