Latest Articles

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Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

Dec 15, 2023

The dream of passing on your business to your children and witnessing the legacy you’ve built cont...

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Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Dec 14, 2023

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an a...

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You Have IP! Be Sure Not to Lose It … Here’s How

Dec 13, 2023

You don’t have to own a large company to own intellectual property. If your business creates inven...

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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

Dec 12, 2023

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in cust...

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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

Dec 11, 2023

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotli...

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Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 1

Dec 10, 2023

Time is your most valuable resource, and how you manage it can significantly impact the success of y...

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5 Types of Insurance No Business Owner Should Go Without – Part 1

Dec 09, 2023

As a business owner, you pour your heart and soul into building your dream, making strategic decisio...

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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Dec 08, 2023

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, itâ€...

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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

Dec 07, 2023

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your...

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