Matters Column

A weekly column on matters concerning legal, money, small business, family business and people issues.


Tax planning: It doesn’t deserve a yellow card from Washington

July 18, 2014
The recent FIFA World Cup soccer competition kept many of us glued to the television. Read More

The dilemma of choosing how to allocate your time

July 11, 2014
PepsiCo CEO Indra K. Nooyi has stated you cannot have it all. That is a classic BFO — a blinding flash of the obvious. Read More

Made in Michigan: Case produces fruitful holding for business owners

July 4, 2014
As the material participation debate continues to ripen, taxpayers and tax professionals are provided with the sweet taste of clarity surrounding the question of whether a trust may materially participate in a trade or business. Read More

An American football team, by any other name …

June 27, 2014
At Kentwood’s Meadowlawn Elementary School in the 1960s, my friends and I would boast about things we thought made us "better" than each other. Read More

Do our ‘alphas’ or our ‘omegas’ initiate needed change?

June 20, 2014
Why is it that people think starting over means repeating everything they originally did while expecting different results than those initiating the “re-do”? Read More

U.S. taxes its citizens on worldwide income (and other fun facts)

June 13, 2014
The Internal Revenue Service just released its statistics on income data for the 2011 individual tax filing season. Read More

Listen and learn: respecting other people’s viewpoints

June 6, 2014
With all the talk about political correctness and prejudice, I think there is a major issue that is not being discussed: When you have a pre-conceived idea of what a person is going to be like before you meet them, you may miss an opportunity to learn something from them. Read More

Employee stock ownership plans offer many advantages

May 30, 2014
Employee Stock Ownership Plans, or ESOPs, have been used as succession planning tools for family-owned businesses for 40 years. Read More

Witnesses are entitled to respectful treatment during litigation

May 23, 2014
No one likes to see an obnoxious lawyer on the other side of a courtroom. Read More

Moving from what you are to what you wish to become

May 16, 2014
When we are satisfied with what we have and where we are in life, we tend to cling tightly to who we are and what we have become. Read More