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Clearly We’re Being Tested
- by: Hank Berkowitz
- September 6, 2021
No CommentsAt times like these, your clients need you more than ever. Are you anti fragile? I’m not the most devout guy in the world. But on the eve of Rosh Hashana (Jewish New Year) and the 20th anniversary of 9/11, it’s clear to me our resolved is being tested by a higher authority. The
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Writing: The First Step for Successful Innovation
- by: Hank Berkowitz
- August 8, 2021
Forget apps, hacks and shortcuts. Writing takes practice, practice, practice Last week’s post about The Key to Writing Faster provoked a lot of feedback. In fact, Jeffrey Wyant, serial entrepreneur and co-founder of Coast to Coast Fulfillment, Inc. in West Greenwich, Rhode Island submitted a great guest post that I wanted to share with you.
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The Key to Writing Faster
- by: Hank Berkowitz
- July 28, 2021
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
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Global Minimum Tax a Big Step in the Right Direction
- by: Hank Berkowitz
- July 15, 2021
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
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Survey: Wealth Advisors Most Optimistic; CPAs the Least
- by: Hank Berkowitz
- July 10, 2021
As we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™ to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told
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Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
- by: Hank Berkowitz
- June 18, 2021
Thanks to legislation approved on Wednesday, every year over 15,000 Connecticut infants born into low-income families will receive $3,200 government-funded savings accounts. The accounts are designed to provide qualifying children with an estimated $10,600 when they turn 18. The returns are based on a projected average rate of return on investment over 18 years of 6.9
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Memorial Day Estate Planning Thoughts
- by: Hank Berkowitz
- May 24, 2021
Hard to believe it’s almost Memorial Day weekend. But it is. For the first time in over a year, extended families may finally get together (in person) to kick off the official start of summer. Whether masked or unmasked, the focus will be on grilling, boating, beaching, golfing and maybe a parade. But the term
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John Legend: Winning Doesn’t Have to Be a Zero-Sum Game
- by: Hank Berkowitz
- May 9, 2021
Grammy Award-winning singer-songwriter, John Legend, delivered a stirring commencement address at my son’s college graduation last weekend. With his signature tenor-baritone voice wafting over Wallace-Wade stadium, he shook the sleepy students out of their slumber with expletive-filled acronyms DDMF and GTHC familiar to anyone who’s watched a Duke-Carolina basketball game. Clearly, it wasn’t going to
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HB Publishing Cited in Wealth Management Magazine
- by: Hank Berkowitz
- April 26, 2021
Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,
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Stop Clearing Your Throat When You Write
- by: Hank Berkowitz
- April 15, 2021
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