One of the more challenging aspects of being a solo practitioner is choosing what you will do and what you won’t. Since time is our most precious commodity, it’s imperative that you choose wisely. I’ve always been the type of person who has a strong desire to have a thorough understanding of technical topics that are, or may be, useful to clients. Business owners have their own unique needscompared to non-business owners. Retirees needs differ slightly from pre-retirees. High-income/high-net-worth individuals’ needs differ from ultra-high-income/net-worth clients. Compounding this is the fact that the knowledge landscape is extremely broad. From income taxes to estate planning, from investments to insurance; the amount of available information is staggering. Clearly this is more than one individual can master. So what’s a solo practitioner to do? How do you keep from being overwhelmed? This is one of those adjustments we all have to make. If you have a similar personality to mine, needing to know all the relevant facts, it is even more important that you adjust. Here’s what I’m doing.