Many of my clients need help making plans to transfer their businesses one day. Whether they intend to sell to a third party at retirement, or want their family members to take over in the event of death, written plans are a key part...Read More
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Business owners who run their own businesses tend to wear many hats, handling many different jobs at any given time. Successful owners build teams around them to complement their skill set and strengthen their capabilities....Read More
Basketball season is wrapping up, and the NBA playoffs will start soon. If you are a basketball fan, you may be excited by the uncertainty of this year’s tournament—with new teams in the mix and recent champions dealing...Read More
I have sent you information in the past about the importance of making sure your beneficiary designations are up-to-date and correct. For many of my clients, beneficiary designations will control the distribution of more liquid wealth...Read More
On December 22, 2017, the president signed into law the Tax Cuts and Jobs Act of 2017. This Act brought about big changes to our tax system. Here’s a review of those changes, and what they mean for 2019: The Act eliminated the...Read More