Monthly Archives: December 2013

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading →

My latest JDSupra.com article can be found here.

My latest JDSupra.com article can be found here.

The law firm I started a few years back is actually more than 13 years old as it was a shell where I could offer legal services on the side while I did my normal day job. It was an … Continue reading →

I didn’t have such a wonderful time at law school because I felt the administration and much of the faculty weren’t honest when it came to the study of law and more importantly, our job opportunities. There was one law … Continue reading →

I’m the guy who doesn’t win popularity contests and I’ve had bosses who just didn’t see it the way I saw how things were changing in the retirement plan industry and the legal industry. So I’m a bit overwhelmed that … Continue reading →

My latest JDSupra.com article can be found here.

I referred work to an accountant I knew for a retirement plan audit. He did a terrible job and there are issues regarding his registration to do the work. Making a lousy referral is even worse than doing poor work … Continue reading →

One of the most annoying phrases out there is: “if it ain’t broken, don’t fix it”. I have disliked it for more than 20 years after seeing a student government political candidates use it back at Stony Brook. Through out … Continue reading →

My latest article geared towards financial advisors can be found here.