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Planning Is a Team Sport: Which Teammates Do You Need?
Talent wins games, but teamwork and intelligence win championships. –Michael Jordan You are a talented business owner. It’s why you win in your market. But when it comes to long-term … Read More
Last-Minute Estate Tax Change
Article By Robert Veres: Advisors throughout the financial services industry, including financial planners, estate attorneys and tax consulting CPAs, are all nervously watching the tax proposals that are working their … Read More
5 Aspects of Strong Goals and the Consequences of Missing Them
Setting goals is a catalyst for success, especially if you’re planning for the future of your ownership and the success of your business. The strongest goals tend to have five … Read More
IMPORTANCE OF WILLS & TRUSTS
When looking at your complete financial picture, having the proper legal documents in place and ensuring they are up to date, is a key foundation to making certain you and … Read More
TAX GUIDANCE FOR PPP BORROWERS
IRS STATES BUSINESS OWNERS CAN’T DEDUCT EXPENSES PAID WITH PPP LOAN On November 18, 2020, the IRS provided a ruling on deductions regarding the Paycheck Protection Program (PPP) loan (Rev. … Read More
Keep Your Family Intact with Proper Estate Planning
It can be difficult to consider what will happen to your business and your family if you die unexpectedly. Without proper planning, you could be leaving your family and/or key … Read More