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June 29th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Brian grew up in business. His dad, Ronnie, started the manufacturing firm, his mom, Marge, ran much of the administrative and financial aspects of the company, and family life revolved around the company. Brian studied engineering and earned his degree. After college he came back home and went to work for the family business, quickly […]

June 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In a few weeks I’m going to be speaking at a one-day conference on scaling a medical practice in Tampa. As I was preparing for this event I started writing out my best suggestions to help a medical business refine and strengthen its core systems. What I realized was this methodology would apply to any […]

June 15th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

On a recent web enabled round table with 12 of my top business coaching clients we dived deep into the subject of developing your key staff members. What became clear that a big part of our job on our respective companies’ payroll was to develop our respective teams to grow as producers, team members, and […]

June 8th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

You know you need help to get even a fraction of your to do list done, but unless you have deep experience on how to best leverage the admin help you have in the office, often it feels like more work to get someone else to take things off your to do list. You say, […]