Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

Character Harry Callahan, played by Clint Eastwood in the movie Magnum Force, so famously said, "A man's got to know his limitations." After reading the book StrengthsFinder by Tom Rath, supported by The Gallup Organization, I'd like to modify this quote to read, "A man's got to know his strengths." The concept of the book is that everyone should play to their strengths instead of focusing on...
I recently returned from the longest vacation I've taken since we started the firm 18 years ago. I was gone two full weeks traveling to Italy, Greece and Turkey. It was amazing! I'm one of those vacationers that generally stays connected to the office no matter where I travel, however on this trip, due to internet accessibility and other logistical problems, I was forced to disconnect. Wow! I'm...
It's an unfortunate truth; many business owners worry their employees may be stealing from the business. With this thought, two questions tend to linger: "How much are they stealing?" and "What, if anything, should I do about it?" Generally there is a tipping point for a business owner when it's no longer tolerable and that's when we tend to receive a call. Below I discuss a range of ideas from...
This week my blog includes two articles written by Michael Deering, our Director of Taxes at Mowery & Schoenfeld. The articles cover information regarding two important deadlines in 2014. The first article covers the estate tax return extension to elect portability, and the second article discusses voluntary disclosure of foreign bank accounts and financial assets based on recent changes to...

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