• The Key to Writing Faster
    • by: Hank Berkowitz
    • July 28, 2021
    2 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

  • Survey: Wealth Advisors Most Optimistic; CPAs the Least
    • by: Hank Berkowitz
    • July 10, 2021
    No Comments

    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

    read more

  • Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
    • by: Hank Berkowitz
    • June 18, 2021
    No Comments

    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

    read more

  • Memorial Day Estate Planning Thoughts
    • by: Hank Berkowitz
    • May 24, 2021
    1 Comment

    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

    read more

  • John Legend: Winning Doesn’t Have to Be a Zero-Sum Game
    • by: Hank Berkowitz
    • May 9, 2021
    No Comments

    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

    read more

  • HB Publishing Cited in Wealth Management Magazine
    • by: Hank Berkowitz
    • April 26, 2021
    No Comments

    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,

    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