What I’ve Written Lately

As we head into the last few weeks of 2018, I’m busily working with several clients – some new and many long-term. Here’s a look at some of the pieces I’ve had published lately.

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LendingTree

I’ve written quite a bit about reverse mortgages for LendingTree this year. A recent one, Is a Reverse Mortgage Foreclosure Possible?, covers the risks homeowners take on when they take out a reverse mortgage. For this piece, I had a chance to talk to M. Reese Everson about her experience dealing with a reverse mortgage after her grandmother passed away.

MagnifyMoney

Do you own investment property? If so, maybe you’ve considered tapping your equity in the property to fund improvements, consolidate debts or even buy another property. In this piece for MagnifyMoney, I cover Can You Get a Home Equity Line of Credit on an Investment Property?

Credit Karma

If you’ve ever considered taking a loan against your 401(k) balance, hopefully you were warned about the potential pitfalls that can occur if you lose or leave your job before repaying the loan. The Tax Cuts & Jobs Act of 2017 gave borrowers a little more time to repay 401(k) loans and avoid having them treated like taxable distributions, but that doesn’t mean they’re risk-free. To learn more, check out this piece I wrote for Credit Karma: Tax Reform Gives Some 401(k) Borrowers More Time to Repay.

Accounting Principals

What’s the one problem every hiring manager WANTS to have? Having too many excellent candidates to choose from! In this article for Accounting Principals, I discuss How to Choose Between Really Good Candidates.

Parker + Lynch

Large or small, no business is immune to a cyber-attack. In this piece for Parker + Lynch, I cover ways financial leaders can lead the effort to address cybersecurity from a strategic and economic perspective. Check out Cybersecurity and Cyber Risk Management: Are You Ready for an Attack?

Those are just a few of the articles I’ve written lately. Thank you for checking them out!

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To Become a Strategic Advisor, Master SSARS 21 Section 70

A while ago I was approached by Sageworks about working with them on some content writing. They were looking for someone to write more technical pieces about audit, advisory services, and business valuation. Having used their ProfitCents product years ago when I worked for Muckel Anderson CPAs in Reno, I was really honored to work with them.

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Image: Jeffrey Betts via Stocksnap.io

Our first collaboration is a look at SSARS 21, Section 70 and it was just published by Accountex. For this piece, I had a chance to interview Samantha Mansfield of CPA.com and Michael Glynn from the AICPA. It was a real honor to talk to both of them.

As anyone who’s tried to interpret new accounting standards can tell you, the language is pretty dry and sterile. So it was fun to hear from Samantha and Mike, get their thoughts on the new standard, and really just feel their excitement and passion for this subject.

Yes, people can and do get passionate about accounting standards!

Check out the article here and if you provide client accounting services, let me know in the comments if SSARS 21 Section 70 is changing the way you provide financial statements for clients.