Jeff's Blog

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

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...
Every business faces "The Big Squeeze." It is a phrase I use to describe a condition that affects virtually every business. The net income of a business is continually challenged. Maintaining and increasing revenue is critical to long-term success. You will always have customers who want to pay less, or unfortunately some customers who may leave for a variety of reasons such as a move, a new job...
A "lost" client is often a misnomer applied when a client or customer is no longer using you or your services. You didn't "lose" the client - they are not like a towel you left at the beach. You know where they are; so they're not "lost." My mother often told the story of the time her two-year-old, Jeffery, got "lost" at The Jewel. I had to wait until I was a parent to break the news to my mom...

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