September 20, 2018

When a CPA, financial advisor, broker, etc. says, "You can't do that," whatever "that" investment or project is you are trying to do, what they really mean is: "You can't do that - here with me". Because: "I've never he...

June 20, 2017

MLB Hall Of Fame catcher Ivan "Pudge" Rodriguez at the helm of the NISI 2400

Today is the official first day of summer 2017 - boats, baseball, beer, back yard barbecues, bathing suits, etc.   

A season of long days of leisure with family and friends. But i...

April 7, 2017

Who does the IRS go after? The IRS is just like any person or any organization with finite resources and objectives to achieve - they seek to maximize their return on investment.  They want the most bang for the buck, the low hanging fruit will be picked first.

November 10, 2015

We are approaching the time of the year when some taxpayers are just starting to consider making charitable donations while others are finalizing the details on substantial acts of kindness.  This is particularly true in the generous yachting community.


However, I want...

November 2, 2015


In over 30 years as a consulting managerial economist and advocate of the affluent, many have asked:

  • Is a yacht ever a good investment?

  • Does owning a yacht ever make economic sense?

  • Can the yachting lifestyle ever be a prudent use of resources producing g...

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IF A CPA SAYS, "YOU CAN'T DO THAT" - what they mean & what you can do

September 20, 2018

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