How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for your whole family’s wealth – now and in the future […]
How to Find Work-Life Balance As A Business Owner
It’s the end of another full day as an entrepreneur. You shut down your computer, lock up your office, and get ready to enjoy a relaxing night at home. But even though you’re off hours, your mind isn’t. Maybe you run through conversations you had during the day, brainstorm marketing ideas on a cocktail napkin, […]
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. If you missed part 1 of […]
Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 1
It might seem a bit early to think about your 2023 business taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your company’s financial situation and make some strategic moves to minimize your business’ tax liability come next April. Year-end tax planning for your […]
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end tax planning isn’t something you […]
How Diverse Hiring Elevates Your Business
In the past decades, diverse hiring was mainly associated with increasing and improving employment opportunities for minority groups. While diverse hiring is still a matter of social responsibility, it’s also becoming a driving force behind business success. In this blog, we’ll explore how diverse hiring can elevate your business, from fostering innovation to improving […]
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new spouse to your bank and credit card accounts. […]
Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 1
Time is your most valuable resource, and how you manage it can significantly impact the success of your business and your personal well-being. But finding effective ways to organize your schedule and manage your team can feel like a time-consuming task in itself. If you feel overwhelmed by your calendar or like there is […]
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may […]
You Have IP! Be Sure Not to Lose It … Here’s How
You don’t have to own a large company to own intellectual property. If your business creates inventions, written and artistic works, designs, logos, brand names, and images, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in your business’s succession plan and your own personal estate plan. Even […]
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to equip yourself with the knowledge of how these scams work and what your loved ones […]
Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 2
Finding the right people to support your business is a difficult task. Applicants who seem like a perfect fit on paper may perform poorly once they’re in the role, and even more frustrating are team members who excel in the position but suddenly decide to leave your company after just a short time. If […]
