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Published Articles

Technology & Cybersecurity Pete Sena Technology & Cybersecurity Pete Sena

Small Business customer using an AI chatbot How to Reduce the Risks of Using Chatbots-And Ensure They Align With Brand Values

Can you give your AI chatbots your company's real core values and brand voice? With the White House and the Consumer Financial Protection Bureau cracking down on companies’ use of chatbots, businesses are under new scrutiny to ensure that their AI-powered chatbots aren’t leaving customers in a dreaded doom-loop of non-answers and evasions. Building a chatbot that meets regulators’ (and customers’) expectations requires CTOs and CMOs to ensure that chatbots are trained with the same diligence and values as human employees.

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Accounting Bruce Willey Accounting Bruce Willey

A Dramatic Tax Pounding Come 2026

It's a matter of debate as to whether or not the future of democracy is at stake in this year's presidential election.  But the future of your tax bill certainly is.  And the differences for successful business owners could be drama...

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Finance Gayle Jennings Finance Gayle Jennings

Provenance Plays a Vital Role in Car Collecting

George Foreman in December closed out a highly successful auction of more than 50 automobiles collected over the former heavyweight champion’s career, both as a boxer and a home appliance entrepreneur. The auction was extremely lucrative for the ex-champ, vividly illustrating how important provenance — the history of who has owned something — can be in car collecting.

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Accounting Bruce Willey Accounting Bruce Willey

What to Do When the IRS Audits You

The IRS has been dropping a new press release with an explicit threat to the bank accounts of successful Americans every other month or so.  Their messaging sounds increasingly political, and high-income taxpayers would be foolish to ignore...

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