This week I’m sharing a blog on Medicaid from the office of Dave Zumpano, who focuses in Medicaid planning. I’ll be sharing Medicaid blogs from the office of Dave Zumpano monthly in this space. Now, here’s the blog from Dave’s office: Blog Author: The Office of David J. Zumpano, Esq, CPA, Lawyers With Purpose and […]

On September 23, 2016, Google rolled out Penguin 4.0. This long-awaited update to the Penguin algorithm was first announced by Google as “coming soon” in October of 2015. Website operators waited eagerly for the new release, especially site owners whose websites had ended up being penalized by the prior Penguin version as a result of […]

In Kicking the Bucket List, Gail Rubin offers a helpful list of 100 things to do before you die. As I mentioned in a prior blog, this is a good, light read and planning tool to help you, your clients, and their loved ones. Rubin has been a speaker at a past event of the […]

Halloween around our office is a pretty fun time. Many of us, myself included, are self-proclaimed drama nerds who anxiously await the arrival of Halloween each year. We get to trade in our typical office personas for alter egos or something completely silly and different. The downside to All Hallows’ Eve is the overindulgence of […]

There are many factors that an employer must take into consideration when looking to retain top talent. First and foremost, they must obtain that talent by making the right decisions during the hiring process – from creating or updating the job description and communicating it via the correct platforms (CareerBuilder, LinkedIn, Local Newspaper, Word of […]

One of the most important duties of an executor or trustee is to gather the assets safeguard and secure them to keep those assets from walking off. Somehow, after the death of a person, items have a tendency to walk off or otherwise disappear. Recently, an article in TMZ revealed that the bullet-dented pendant worn […]

Turning around your workload in a timely fashion creates happy, satisfied clients, making you that much more referable. Timely workflow also has a positive impact on the ever-important bottom line. So if you’ve taken on more work in recent months that you haven’t been able to get out the door, here are a few tips […]

Over the years we have been unconsciously conditioned to be skeptical and suspicious of strangers offering their help. Many of us would rather play it safe because we feel we’re putting ourselves in danger or feel said person has ulterior motives. I know I struggle with this internal battle frequently. I instantly think the worst-case […]

In Kicking the Bucket List, Gail Rubin offers a helpful list of 100 things to do before you die. This is a good, light read and planning tool to help you, your clients, and their loved ones. Rubin has been a speaker at a past Academy event and is a regular contributor to the Academy […]

Happy Monday, and welcome back to our 2-part blog series. This final blog will discuss what types of work you should consider assigning to a Virtual Assistant after you’ve done the legwork of finding someone to hire. There are many tasks in your firm that can probably be completed by an offsite employee that you […]