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Tax Associate

The Job: A Tax Associate will utilize his or her educational background, communication and organizational skills in adjusting clients' books, preparing tax returns and doing research. In this role, you will be charged with utilizing basic research skills and working with tax software applications to complete...

What’s YOUR Pixie Dust?

My kids are all grown up now (gulp), so it's been a while since I read Peter Pan, but I have to say: I always loved the story. The thought that you could sprinkle a little pixie dust on something and it would magically work,...

Broken Promises

For those of you who know me, it is no secret that I am (well, really, I have been) fat. I wasn't obese, but I have been heavy for as long as I can remember....

THE PLANNING TRIAD

Ned was not doing well. And it wasn't the “Someone-posted-something-political-on-Facebook” kind of not doing well. His professional life wasn't going as planned and he felt unsettled.As he was sitting in my office, he explained that his old partner offered him a role at...

Plans and Life Scripts – Part 2

Last time I gave an overview of a few books that are changing the way I think about thinking. And things I think I've thunk. The Sandler Success Principles: 11 Insights That Will Change the Way You Think and Sell, by David Mattson and...