By Todd J. Koch, CPA, MBT, CFP® Since the decision in the South Dakota v. Wayfair case, states are continuing to determine their position. Many states already had economic laws in place and others introduced hard to understand requirements which includes noncompliance penalties. There are several different factors states are considering and it is important […]
Will a Nigerian Prince be Your Next Client?
By Todd Koch, CPA, MBT, CFP® Introduction Many clients are looking for a new CPA, so receiving email requests for proposals is getting more common. Recently, I received an email request from a Nigerian prince offering me a million dollars to review his tax return. He conveniently attached his return to the email. So, all […]
Now is the Time to Start the Transition Planning Process
By Todd J. Koch, CPA, MBT, CFP® For business owners, the prospect of handing over the reins can be difficult at best, painful at worst. For this reason, many business owners avoid even thinking about it. But leaving transition planning on the back burner could leave your business in a perilous spot. Here are […]