Headed Home: The end to a twenty-three year run

My wife has lovingly referred to it as my tour. There was the Wisconsin tour, the Mississippi tour, and now the Iowa tour. Lest you get excited, there were never amps to be lugged about, press agents, or even screaming fans, no, it was my tax gig. For 23 years I have held sway in over 30 cities in three states as I taught tax law and planning to my faithful tax planning students. I hopefully educated them on at least several new tax codes, gave them some hot planning tips for managing their clients and employees, and maybe even provided a little entertainment mixed in with the lecture. Along the way, I visited multiple casinos, far too many hotels, and even learned a little Cajun. I visited at least half a dozen universities and witnessed the aftermath of two hurricanes, several tornadoes, and multiple blizzards. I met over 1500 tax planners, EA’s, CPA’s and attorneys and made friends with most of them. Today, as I sit in Ohare International Airport, I thought it appropriate to jot down a few passing thoughts as this phase of my life comes to a close.

I just finished an in-person presentation in Sioux City, a pretty little city tucked neatly in the corner of three states; Iowa, Nebraska, and South Dakota, which in its early years, served as the railhead for some historic cattle drives. It is not my true final gig as I have one more in-person to be held in Ankeny, Ia, and then one more on-line performance in a couple weeks. When that last one concludes, it will be in fact my very last one ever. The groupies say that I will be back, but I am no Brett Favre or Tom Brady. I have been saying it was my last year for the last six years, and this time it really is. I know that a year from now, I will miss the stage, I am after all a true ham when you give me the mic, but I won’t miss all the late-night drives, many done in rain or snow, the prep work, and the nervousness the nights before and the mornings of. I may appear cool, calm, and collected, but anyone who tells you they don’t sweat a little as they take the stage, is, shall we say, bullshitting.

I started this little career back in the year 2000, when the owner of the firm I was working for, turned down the request to be the speaker for these tax schools. He instead sent one of my mentors, Phil Harris, to hit me up for the job. I still remember a nervous Phil sitting down across from me and making the most tenuous job offer ever. It didn’t help much when he started out with “you aren’t my first choice.” He went on to tell me he would offer me half what he had intended and just a two-hour slot. I, being full of myself, needing the revenue, and just plain hopeful that I would impress him, accepted the job. Two hours turned into a half day, and by year two, I was the entire second day of a two-day conference. Along the way we built a two-way trust between Phil and I, and we became the two-man show known as Tax Insight. Phil gave them the theory and the law; I gave them the planning and the practicality. We wowed our crowd with famous hits like, The TCJA, Qualified Charitable Deductions for Everyone, and the ever-popular Passive Activities and You.

Six years ago, as I was ready to hand over the mic to younger talent, Phil became ill and within a year had passed away. Thus began my run of one more year’s. I was devastated by Phil’s passing and knew I had to stay on with the transition, year one, and then the attempted sale, year two, gifting to Iowa State University, year three, Covid-19 forcing us to move on-line, year four and five, but as year six approached I had to redraw the line in the sand, With that decision, year six would be, with acquiescence to my wife, the farewell tour. We even entertained making up shirts with the names of all those cities our tour had passed through, but saner minds prevailed, and the shirt idea was nixed.

It has been, despite my whining here and there, a spectacularly great decision. I learned much along the way; taxes, business planning, the histories of people, places, and things, and even some odd tidbits, like always make sure you know where the wipers and light switches are on your rental car especially when driving through Mississippi in the dark. As I leave, I want to thank my co-workers who unbegrudgingly filled in for me back at the office while I galivanted around the countryside, my boss who not only put Phil onto me, but gave me the time off to do it, and especially to my wife, Deb, who supported me, cheered me on, and eventually even became my paid handler, coincidentally the best I ever had.

But all things do come to an end, and this will be my swan song. I am extremely proud of the work I have done and will be forever grateful for the experience. If there is a lesson here for my readers, never be afraid to take the chance. You just might surprise yourself as to what you can accomplish and where the decision might lead.

Thankyou Phil

Who Knew Christmas Trees Fight Back?

The day after Thanksgiving, our tradition is to cut our Christmas tree. Yesterday was no exception other than the fact that my younger daughter and her husband would be unable to share in the festivities due to Covid-19, the virus hell bent of ruining our family traditions. John and I would be tasked with cutting their tree.

The day started out beautiful, sunshine and temps in the upper 40’s. Perfect weather to cut a fresh tree, which coincidentally was what half the population of the state had decided to do and at the same tree farm we had chosen. As was the tradition, we would meet our daughters and their families out at the tree farm for a day of bonding over picking out and cutting our three trees. The men folk, John and I, damn you Eli, were well aware of the painstaking process that lay ahead of us as we marched back and forth, checking out at least a hundred trees before the women folk, Bailey and my wife, would settle on the very best tree ever! All that remained was to cut them down, at ground level, in the muddy ground. The first tree fought a little bit before John was able to saw through. Tree number two, Kathryn and Eli’s actually went quite well, but then came the tree Deb had chosen for our house. This should have been my warning of things to come. With two people pulling on the tree as I attempted to get my saw to cut without binding up, we eventually got it to succumb to my efforts, but not before we cracked a nice chunk out of the trunk. No problem I told Deb, the skirt will cover our damage.

After standing in line with the mobs that like us, felt yesterday was THEE day to cut a tree, we got our tree back to the loading barn, violently shook free of loose needles, bound up tighter than an Egyptian mummy, purchased and paid for with a small loan we took out at the bank ….. have you bought a Christmas tree recently? And it didn’t even come with lights and decorations! We were now ready to pull up the car to load up our tree for the ride home. Fifteen minutes later after waiting in the line of cars loading their trees, John and I managed to jam two of the trees into the back of my Jeep with the third tree tied to the back. As my grandson and I climbed into the car for the drive home, it became apparent that a seven foot tree in a six foot bed, would be sharing the space between us. Just one more minor inconvenience. This too will pass.

An hour later, after dropping the first tree at Bailey and John’s house, and the second tree at Kathryn and Eli’s place, Deb and I arrived home with our “best tree ever”. Into the house and into the stand, I wish! After three unsuccessful tries at centering the tree in the stand, we finally got the beast secured. Leveling and centering came next and thanks to my wife’s keen eyeballing abilities, we eventually reached perfection, some twenty minutes and several gymnastic maneuvers later. Next step, throw on the lights. starting at the top, and after too many times to count of circling the tree, (this step might be what inspired Brenda Lee to write “Rock Around the Christmas Tree”) we ran out of lights two feet from the bottom of the tree. This is where the math you’ll never use should have been used…… pi x diameter = circumference, average circumference x number of times around the tree = the number feet of lights you’ll need, which apparently was short by 100 more bulbs. But wait, we had an unused box of exactly 100 ‘white’ light bulbs. Saved….NOT! This is where one learns that there are many shades of white lights, none of which matched our already strung white lights.

One hour later, Deb has returned from Target with the light supplies needed to finish our assault on the Christmas tree. Would these be the right white? Close enough, the tree is strung and lit, Deb now begins the final Battle of the Tree, while I retire to the coach, content to watch my first Christmas movie. Things are going well, Deb has half the ornaments on the tree when, out of the corner of my eye, I simultaneously hear Deb scream and the tree cant drunkenly towards the front door. As the tree tilts further toward Deb, I snag the backside of the tree and haul it back up. Close call, but after some tinkering with the anchors and Deb sternly scolding the tree, we have it standing upright. All that leveling and centering is far less important now as Deb wants this battle over. Establishing that the tree now seems stable, we will settle for the leaning tower of Christmas and move on.

We settle in for a quiet night of sleep planning on dreaming of the beauty of the tree that awaits us tomorrow morning. 7:00 am comes quickly and we rise, vision of tree grandeur dancing in our heads. As we enter the living room, ready to turn on the Christmas lights, there lays our tree, yes, I said lays not stands our tree. Our tree lays draped like a drunken sailor across the chair it took out on its way to the floor. Christmas balls are strewn in a dizzying array across our living room floor.

I turn to my wife, anticipating either tears or a string of curses, but to my relief, she is laughing. As we survey the scene of the wreck, we decide we will not be defeated by this tree. We resurrect the tree, replace the stand, straighten the lights and start replacing the bulbs. In order to thwart any further escape attempts, we hog tie it securely to the stair rail and dare it to try to get loose from that.

In good news from the front, the tree is still standing. We have faced the enemy and he is ours. Maybe let’s get a smaller tree next year.

Twas the night WAY before Christmas and all through my house ……..

As I write this piece, Christmas music is playing in the background. For those of you who are now questioning my authority to be playing Christmas music before Thanksgiving has even arrived, will be quite upset to know that I started it this year on November 1st, literally the first day I could find a station putting it out there. And ….. I am not ashamed!

There is no better season than Christmas in my book. We have just come off a very mean-spirited election season, plenty of blame on both sides. I for one am desperate for some cheer and Christmas brings that to me each and every year. It is a chance to be reminded that people matter more than things. It is a season for giving and for receiving and the best gift one can give or get is the sense that we can all, for at least a couple of months, take the time to care for each other and to spread a bit of joy even where there is little to be found. It is a season of hope buoyed by the Spirit that lives more generously in its traditions. Christmas is a chance for a reset.

During Christmas, the memories of my childhood come floating back. The first Christmas I have memories of happened when I was maybe six or seven years old, and yet all these years later, lots of years later, they are still vivid. I can recall getting my Christmas bag of peanuts and carrots as we left church Christmas Eve, a simple reward for the Christmas pageant we had just pulled off in angelic perfection despite a year of less than angelic behavior. Of getting dad to hurry us all home to open the presents beneath the tree. Of finding that tin tab garage set complete with its lever for the car elevator. I am sure the five Christmases that came before were also full of traditions, but memories of them unfortunately weren’t recorded in my childhood brain. When I think about my first Christmas memories, I also recall the first Christmas celebrated with my wife in our tiny little house on Ring Street. That first Christmas it was just Deb and I and Huckleby, our cat. Then I think of the first Christmas for each of my daughters. I know it’s just a fact of life that they too will have no memories of that first one or much of any before they were old enough to start the act of remembering. I will promise myself to ask them to share their first memory of Christmas and I suspect it won’t match mine. But then it is their memory to recall in the way it comes back to them. We all have memories of our Christmases, and at this time of year we should take time to recall the best of them and then let them inspire us to spread the good cheer of Christmas wherever the opportunity presents itself.

Christmas music sets the tone for me. It lifts my spirits, renews my faith in mankind’s ability to care for each other, and rekindles those traditions my family share, the ones we have created, and the ones we will create. This Friday, in the rain, snow, sleet, or I hope, sunshine, you will find my family cutting our traditional tree(s). I will string indoor and outdoor lights that will cut out shortly after I plug in the last strand. My wife and I will set aside enough time to watch as many Christmas movies as possible. Christmas eve, I will sing my favorite Christmas carols and then return home to wait for the arrival of my two grandchildren. I will wait till they are fast asleep and then creep down the hall to place the Santa gifts beneath the tree. And then, Christmas morning I will sit back and watch the chaos erupt as the presents are exchanged and opened with wrapping paper discarded and covering the room like a blanket of Christmas morning snow. I will soak in each and every one of these traditions throughout the season, and if I am lucky, maybe another great story will emerge.

This Christmas season take a pledge to make it the best one yet. Reach out to family and friends and even, and maybe especially, to a stranger. The season of Christmas is a reminder to share; share joy and peace and self. My Christmas music has been playing since November 1st and will continue until someone convinces me the season is over. But I will tell you, I won’t be convinced easily.

So if you haven’t yet turned on the music, stop being the grinch, find a Christmas station, and go Rock Around the Christmas Tree. Brenda Lee is waiting to get you started.

(For additional reading, check out “Lost and Found”: https://kenismsblog.com/?s=Lost+and+Foundand “Can we at least drive it around the block”: https://kenismsblog.com/?s=Can+we+at+least+drive+it+around+the+block)

Being a Grandpa is No Piece of Cake

Before I was one, I couldn’t wait to be a grandpa. My belief was that it would be a piece of cake. You spend some time with them with your entire goal being to spoil them, feed them full of sugar, my grandmother actually created sugar sandwiches, (see Being Loved: Sugar Sandwich) and then send them back home with their parents. No sweat, right? Turns out there are a few more requirements in the fine print of that grandparent contract.

The other day we got our two adorable, sweetest, smartest grandkids in the whole world, consigned to us for the weekend. Seems mom and dad needed mom and dad time. Saturday morning they appeared magically at our doorstep, backpacks full of clothes, toothbrushes, toys, games, and projects. Wait, what, they’re staying overnight? I thought we were just being given a few hours to spoil them with hugs and kisses, a few pieces of candy of their choice, maybe a few extra TV minutes and that would be it. Hugs all around and off you go. As mom and dad got goodbye kisses and I heard my daughter say “Now you guys behave this weekend, brush your teeth and go to bed when Mimi and Opa (our loving grandparent handles) say it’s time.” My blood began to run cold! My first thought, we haven’t got enough candy in the house to last the weekend. Dear God, what will we use to bribe them after the candy supply runs out?

Major mistake number one, there were plenty of minor ones, “What would you like for lunch?” Never ask your grandkids that unless you know where the nearest McDonalds or Culvers, or for that matter, both of them are since after lunch comes dinner and then eventually there’s breakfast. And now that creative and fun activity of washing dishes I was planning on is gone. Guess the little amount of TV time will need to be renegotiated and lengthened.

Major mistake number two, wrestling with your grandkids inevitably ends up in injury. It was just a simple dive off the coach, how bad could it wind up? Hint, when wrestling in the living room, remove the coffee table. At least the time spent rocking and cuddling used up some of the 36 hours we were facing. Of course TV time got renegotiated and extended again. “Remember Jackson, mom and dad don’t need to know how LONG you watched TV, just that we watched a couple shows, short shows, really short shows.” At this rate of teaching him to spin the truth, I may have prepared him for a political career (see Being a Citizen: What Happened to Truth in Advertising).

Major misunderstanding number three, their notion of bedtime and sleeping arrangements and our wishful thinking of how that would go down didn’t seem to quite align. Actually, they bore no resemblance at all. Yes, Jackson was content to sleep in his designated bed, but not without the perfect combination and illumination levels of the lights, plural. After several trips out to the living room with a request for a tweak to the systems, we got him to sleep at an appropriate time, plus or minus and hour or two, okay, just the plus. Meanwhile, Adela, our youngest and closest relative to the story of the Three Bears, tried three different beds and bedrooms before settling on the one she was most likely to possible stay in for the whole night….our bed! Fortunately, that left open two other bedrooms, that upon finding my side of our marital bed occupied by our very own Goldilocks, I could spend the night in instead.

Being a grandparent takes skill. It takes a combination of patience, wisdom and love. And I won’t pretend that we haven’t closed the front door after they have gone without at least once or twice taking that deep relaxing breath as we picked up the toys and pillows and reclaimed our space. Being a grandparent requires all the wisdom you have to answer the many questions; the difficult ones, the deep thinking ones, and sometimes the awkward ones, like “How does the baby get in there?” Don’t forget the ingenuity required to think up the activities that will keep them busy. I have produced a wealth of scavenger hunts in that category. And finally, hone those negotiation skills required to handle yourself in the countless, off the books, wheeling and dealing you will be led into, example, McDonalds for breakfast! Here’s a tip, if all else fails, use my wife’s strategy, cards with $5 bills in them. A sure rise to the top of the popularity poll is guaranteed. Being a grandparent really isn’t piece of cake, though it might involve cake….. and ice cream….. with sprinkles…. lots of sprinkles.

Those of you who know me, know that I tend to exaggerate. This story may just have included some of that. Our grandkids truly are the delight of our lives and we have gone through versions of the story I laid out above and have not only survived them all, but have cherished the moments, the stories, and the memories.

For Jackson and Adela, the pride of my life and welcome to spend the weekend anytime.

A Saint for all Reasons

Disclaimer, I intend no offense to Catholics or the many saints that exist, but did you realize that there is a saint for almost every purpose. Did you know that Saint Alexander of Comana is the patron saint of charcoal burners. That will come in handy next time I am forced to grill. Meanwhile Amand would be the patron saint of bartenders, another one of my many occupations. Anthony the Abbot would be the patron saint of gravediggers. And let us not forget the patron saint of women seeking husbands, Anthony of Padua. Shouldn’t that one have been a female? And those are just the patron saints that start with the letter A. If you want to check out the complete list for yourself, go to: https://d2y1pz2y630308.cloudfront.net/24191/documents/2019/11/Patron%20Saints%202.pdf

This morning our church was celebrating All Saints weekend and the conversation about saints came up. We were asked to consider the people in our lives that have passed on and though too many came to mind, I found myself thinking of my brother. He was only seven when he died. I was only eight. We were thick as thieves in our short lives to that point but we had already survived a lifetime of hijinks. There was no dare that he wouldn’t throw down and there was no challenge I didn’t accept. “I bet you can’t jump from that rock to this one.” I bet you’re too scared to jump off the hay loft.” And then there was the “I dare you to jump from that fence post to this one.” Though most of them resulted in various injuries, that last one was way too close to serious, not that mom or dad ever found out thanks to the unwritten code that we just didn’t tell on each other, ever! We clearly needed a patron saint of our own, like maybe Cajetan, the patron saint of gamblers.

My brother Karl and I circa 1959

Looking back and thinking about the impact on my life, I am nominating my brother for the patron saint of risk takers and I am thanking him for impressing on me the value of taking a risk. Without his encouragement, er goading, would I have grown up to accept and deal with the risks in life that gave me the opportunities to succeed, or the ability to take chances when they took me to the next level? Or for that matter, to have and have benefited from the experiences of my life? Without the willingness to take acceptable risks, would I have ever climbed a mountain or jumped from a plane? That last one definitely traces back to the leaps we took from the top of the hay mow. In short, life might have been far less exciting without the occasional walk on the edge.

Don’t get me wrong. There are risks we should never take, especially when they might impact others. But if it’s an acceptable risk, if we understand what we control and that within that element of control, we can build in the safety net we need, maybe then we might be willing to take the leap. One of the strongest traits of a leader is the willingness to take the risk that is necessary to advance the cause. Without risk takers imagine all the inventions, all the historic events, businesses, and all of the discoveries never made. Would we have ever walked on the moon or would we just be earthbound wondering what was out there? What would the world be like without risk takers?

Today I thought about my brother who all those years ago dared me to take the chance. For that he is MY patron saint.

For Karl

Apparently It Skips a Generation

Sharing our childhood home with my grandparents created so many endearing memories, most of them the sights and scents of my mom and dad, and my grandmother canning in our tiny farmhouse kitchen. There was the hundreds of mason jars lined up on the table, the big blue canning kettle and the steam rising off the boiling water ready to seal the fruits and vegetables into those mason jars where they would slowly disappear from our fruit cellar as the long winter gave way to spring and our garden thawed out, readying itself for the next growing season. Every once in awhile something brings that memory flooding back. In those moments, I can still remember the smells wafting from the kitchen all the way to my upstairs bedroom, that aromatic mixture of pickled corn and beets, dill pickles and relish, fruits and ah yes, the apple sauce. Oh that glorious mixture of apples and cinnamon. That recipe so perfected by my dad.

When canning came to an end each fall, and all the canning equipment had been stowed away, we would stack the shelves of our basement fruit cellar with enough canned vegetables and fruit to last us through the winter. We were self sufficient and I always remember mom and dad’s pride as they recorded the inventory. Nothing in our garden had gone to waste. As the winter wore on, each meal would be augmented with something from the cellar, fresh, aromatic, and delicious. But my favorite was always the apple sauce. We would have it on ice cream. We would warm it up and put it in a bowl with a little splash of cream, or as my grandfather liked it, spread across a warm slice of grandmas’ homemade bread. There just wasn’t anything it didn’t go well with.

Recently, after trips to every apple orchard pumpkin patch in the area, with grandchildren in tow, my daughter handed me a pint of the golden nectar. She has been working on it for the past several years and she just might have perfected it. Somehow, through experimentation, old recipes scratched out on weathered notecards, and of course hours of shared applesauce sessions at her grandfather’s side, Bailey has come as close as humanly possible to my dad’s apple sauce recipe. It now sits proudly on my counter awaiting the moment I crack the seal and carefully ration out my first serving.

Where my wife and I have never seemed to successfully carry on the tradition, my daughters have prevailed. They have become the gardeners, the chefs, and yes the canners I never was. The art had skipped a generation but thanks to my daughter, I now have a pint of homemade, ready to savor, dad’s special recipe, apple sauce, and along with it, a chance to bask in the memories it has evoked. Memories of being that eight year old kid, sneaking down the stairs , and sneaking a peak of my dad as he worked side by side with my mom as they canned more than just food for the winter, but memories for a life time.

You’ll have to excuse me now, I have a bowl of warm applesauce and cream waiting on my evaluation.

My New Best Friend

I need to preface this piece. Today marks the 21st anniversary of 9/11 and it must be recognized that the loss on that tragic day can never come close to the loss I am writing about in this piece. The courage and bravery of those involved in any and all aspects of that day must never be forgotten.

Last week Deb and I, along with another couple, Larry and Annette, had decided to ride the Sugar River Bike Trail from Albany to New Glarus. Not wanting to ride down and then ride back on the same trail, we had been clever and agreed on a way to leave my car at the end of the trail in New Glarus and Larry’s car at the trailhead in Albany. We would drop off our spouses and the bikes in Albany, drive both cars down to New Glarus and then return to Albany in Larry’s car. Once we completed the ride, I would drive Larry back to Albany to get his car. Perfect plan. What could go wrong? Maybe a disclaimer here: Neither Larry nor I felt particularly proud of our respect for the environment demonstrated in this plan, but hey, we at least rode bikes at some point.

If you have been a faithful reader of my blog or for that matter, patient enough to sit through any of my many stories, you will know that my keys and I sometimes part ways. As we finished our ride and were locking up the bikes, I looked across the parking lot at my waiting car. It took me all of a second for the painful reality to hit me. No, my keys weren’t lost, not this time. In fact, I knew exactly where they were and let me add, they were safe and secure. The problem was that they were safe and secure in Larry’s car, the car that was now 16 miles away in a parking lot in Albany. Facing me now, was the hierarchy of who do I confess to first, my spouse, who would immediately lecture me, rightfully so, on the virtues of making sure I kept track of things, or Larry and Annette, enjoying their well deserved ice cream while anticipating Larry’s ride back to Albany and his parked car, and blissfully ignorant to the events now unfolding just a few feet away..

I opted for neither and headed straight for Kennedy’s Ice Cream stand where I shamelessly asked the owner if she knew how I might actually get back to Albany other than by riding my bike back up the trail…. alone! Even as my loving wife was figuring out what was going on, the owner tells me she will call her husband and he and his truck can take me there. Now all I had to do was break the bad (embarrassing) news to Larry and Annette. Their response was both expected and priceless. The expected; “You’re kidding, right?”, the priceless part; in that exact same moment of shameful confession, the owner calls out to me and says. “He’s on his way.” Praise the Lord, I’m saved! An hour later, Larry and I have returned with Larry’s car, my keys, and a new best friend. In that half hour trip back up, we have heard my hero’s life story, identified at least three intersections in our lives and have considered buying his restored wooden Criss Craft boat, or at least ready to ask him for a ride in it.

Here is my point. We all experience losses in life. Some of those losses are catastrophic; the loss of health, the loss of life, or even the loss of a loved one. Others are far less critical such as the loss of some item or, in my case, the loss of pride. As hard as it was to admit the mistake to my friends, the amazing result was the forgiveness I received and the incredible acts of kindness I experienced at the hands of strangers. The agony of my shame was overshadowed by the reward of renewed faith in the community of strangers. Going forward, I may just make it a practice to lose things so that others can have the chance to rescue me. On second thought, probably not the best of plans.