Musings on Markets
AUGUST 5, 2025
A few weeks ago, I started receiving a stream of message about an Instagram post that I was allegedly starring in, where after offering my views on Palantir's valuation, I was soliciting investors to invest with me (or with an investment entity that had ties to me). An Easy Target?
ThomsonReuters
JUNE 6, 2022
Thomson Reuters offers a variety of CPE classes through its Checkpoint Learning platform, as well as industry-leading conferences, including SYNERGY and Gear Up. Signing up for industry newsletters and following industry leaders on social media are other great ways to keep your finger on the pulse of your area of specialization.
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ThomsonReuters
MARCH 12, 2021
Now, their overhead goes up, but the firm principal on it makes the same amount of money but with three times as many headaches. “I We’ve seen firm owners fall within a dangerous spot where their only focus is to produce income, which wasn’t the succession plan when it all started. The words ‘soul searching’ come to mind,” says Paul.
Viking Mergers
FEBRUARY 27, 2023
These are best suited for self-employed people or business owners with up to a few employees. (A A Simple IRA is better for larger businesses with up to 100 employees.) Starting with the 2022 tax year, you can deduct up to $1,080,000 for depreciation under the Section 179 deduction.
ThomsonReuters
JULY 18, 2024
Keeping up with ever-changing tax regulations and rules. This is up from 23% in 2023. In fact, two-thirds (66%) of respondents said their firms were going to be streamlining their processes over the next two years, and 47% said they were eyeing new technology solutions, up from 41% in 2023. Billing and cash flow issues.
Musings on Markets
DECEMBER 15, 2021
At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at NYU or take the shorter online versions on my website. If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.)
ThomsonReuters
FEBRUARY 8, 2022
When you seek to win new tax clients, it’s best to start at the beginning. Host webinars, seminars, virtual conferences and other events to share your expertise and knowledge with clients and prospects. 1) Communicate clearly to win new tax clients. Boost your accounting firm’s SEO to maximize visibility and searchability.
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