Category: "Site Small Talk"


Welcome to my web log. This blog is a consolidation of other blogs I've had in the past. In this one, however, I'm taking a more organized approach, by attempting to segregate personal and professional comments.

This doesn't include articles and papers I've written, or to poetry and fiction that I've written under an assumed name. Someday I'm sure I'll have links to those other writings.

Site Year in Review

January 4th, 2015
While I have been blogging for several years now, and writing for many, many years before, 2014 was one of my most consistent years. The challenging thing about continuously posting new content is that I don't write just to be noticed. While I enjoy… more »

Destroying the social network

March 14th, 2014
When advisors talk about business promotion the one thing that I hear the most often is "embrace the social network" and strategically use it to make yourself known. I predict that in the not too distant future the benefits of social networking… more »

VITA Royalties

February 15th, 2014
Training for royalty transactions in VITA are brief and instructions for how to enter them in Taxwise are not easy to find. With some trial and error and investigation, I believe I understand how to best enter them in Taxwise. It is rather… more »

MyRA: Trivial

January 30th, 2014
I didn't hear Obama's SOTU speech, but reading about it, his MyRA proposal was quite interesting. Over the past 24 hours it has been the buzz among financial planners. In short, through the new MyRA, if your employer participates, you can contribute to… more »

Keeping Up

January 29th, 2014
In December of last year (2013), I finished the exams for Enrolled Agent. When preparing for the E. A. exam, I had to mentally block out most of what I heard about tax changes because the exam was on 2012 laws. Following that I started spending time get… more »

Jack or Genius?

March 6th, 2013
A person that does many unrelated things is often referred to as a "Jack of All Trades", with the afterward "master of none." Unfortunately, that does not consider the possibility that a gifted person may in fact be a master of many trades. In the dated… more »

The Blog Consolidation

July 4th, 2012
Having posted blog entries all across the web in the past decade, I've decided to consolidate them here. Putting all of my material in a single site will make managing it much simpler. Future entries posted on other sites will be duplicated here. This… more »