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June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant strides have been made, such as the legalization of same-gender marriage and increased recognition of LGBTQ+ families, there is still a large gap in estate […]

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 no

As a business owner, you pour your heart and soul into building your dream, making strategic decisions, and managing day-to-day operations. With an eye on your business’s future growth, it’s crucial not to overlook the importance of protecting your business from unexpected setbacks. Even if you think your business is too small to worry about

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

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 this

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 business

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,

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

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 this