• The Key to Writing Faster
    • by: Hank Berkowitz
    • July 28, 2021
    No Comments

    My college track coach was not the nicest guy in the world, but he had a unique ability to distill complex concepts into the simplest terms. On our first day of practice, he gathered all the nervous freshmen together and barked: “Gentlemen: The key to running faster is to practice running faster. Hopefully it won’t

    read more

  • Global Minimum Tax a Big Step in the Right Direction
    • by: Hank Berkowitz
    • July 15, 2021
    No Comments

    But the devil is in the details. If your client or company is impacted by new global tax rules, focus on your tax base not your tax rate By Cecil Nazareth | guest columnist Treasury Secretary Janet Yellen announced last week that 130 of the 139 countries in the Organization for Economic Cooperation and Development (OECD) agreed

    read more

  • Stop Clearing Your Throat When You Write
    • by: Hank Berkowitz
    • April 15, 2021
    1 Comment

    Don’t worry if your first draft sucks You’d think after all the texting, tweeting and TikTok-ing we do in our limited attention-span society, we’d be better at getting straight to the point. But we don’t. We waffle, we hedge, we tiptoe around the edges in our conversations and Zoom calls. It’s even worse in our

    read more

  • Want Media Attention? Make the Media’s Job Easier, Not Harder
    • by: Hank Berkowitz
    • March 27, 2021
    No Comments

    I was a financial journalist for many years before starting HB Publishing. You know how you feel when telemarketers call you just after you’ve sat down for dinner? Well that’s how I used to feel when a rookie PR person or fledgling entrepreneur would pitch me a completely off base story—typically when I was crashing

    read more

  • Data Shows Leading Advisors Work the Press (Smart)
    • by: Hank Berkowitz
    • March 18, 2021
    No Comments

    Quality over quantity to build longstanding relationships As our 5th annual CPA/Wealth Advisor Confidence Survey™  draws to a close, several data points stand out. More than four out of five surveyed advisors (81%) told us they expect their practices to grow over the next 12 months. Even more encouraging, nearly two in five respondents (38%)

    read more

  • Survey: Top Advisors to Speak, Educate and Publish More in 2021
    • by: Hank Berkowitz
    • March 8, 2021
    No Comments

    Most remain optimistic despite interest rates, tax changes, market volatility and bumpy VAX rollout Our 5th annual CPA/Wealth Advisor Confidence Survey™  is coming to a close. Despite recent market turbulence, preliminary data indicates that only two in five advisors (44%) believe a market correction of more than 10 percent is “very likely” in 2021 and

    read more

  • 7 Steps to a Better Website
    • by: Hank Berkowitz
    • February 19, 2021
    No Comments

    By Patricia Creedon, Guest Columnist Whether you are meeting prospective clients online or in person; whether they find you through a referral or a talk you gave–one thing is sure. They looked you up on the web first. That’s why you need a website that holds their attention, explains why your firm is just what

    read more

  • Using Podcast Interviews to Establish Credibility
    • by: Hank Berkowitz
    • January 20, 2021
    No Comments

    By Tina Dietz, guest columnist With 65 million Americans monthly listeners, podcasting is one of the fastest growing platforms that professionals can use to establish authority. Whether you’re just starting a firm, or your organization has long-established credentials, podcasting can catapult your influence beyond the capabilities of many other expert-building marketing channels. Getting featured on TV,

    read more

  • Focus on the One Thing You Need Get Done Today, Tomorrow (and Next Year)
    • by: Hank Berkowitz
    • December 31, 2020
    No Comments

    I don’t care how disciplined you think you are; the Holidays are a time of huge distraction. Even in a normal year, it’s easy to let slip our to-do lists, budgets, client follow-ups and timesheets when gift lists, parties, family gatherings and travel plans are tugging at our subconscious. That’s okay. If ever we needed

    read more

  • Advisors: Do You Suffer from “Smartest Kid in the Class Syndrome?”
    • by: Hank Berkowitz
    • December 24, 2020
    1 Comment

    “Early in my career, I used to get very excited whenever clients came in for a consultation or review meeting,” said Kyle Walters, an L&H CPAs partner and author of The Personal CFO. “I really thought they were coming in to learn about all the latest developments I was following in accounting, tax and personal finance. It

    read more