Entries by David Auer

Understanding the Data Scorecard

Measuring the right activities today can tell you where your business is going tomorrow Being in the right place at the right time isn’t always a matter of luck. Organizations that adhere to the principles of the Entrepreneurial Operating System (EOS) use a powerful tool which allows them to take the pulse of their business […]

Why You Can’t Overestimate the Importance of Tax Planning

Failing to create a plan is the most expensive mistake taxpayers can make Many people scramble to find ways to reduce their taxes as April 15 approaches – and then dive back into busy lives and don’t give them another thought until the following year. But not making time for advance tax planning is one […]

How to Avoid Overpaying Tax on Cash Investments

While investment planning requires much more than IRS considerations, make sure you’re not paying too much in tax Cash investments are another way that investors can balance out their portfolios with safe, predictable options. These offer stability in returns, as they don’t fluctuate with the stock or bond markets. However, because there is low risk, […]