Business Owner
Business Exits: How To Decide With Your Head Not Your Heart
Business exits are racked with emotion and indecision. Learn how to approach your sale without the emotional burden, so you can get what you need. As a business owner, you spend most of your working y
Tax Issues
Tax Planning Be Proactive…. Let Us Help
Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return. “We want to make sure we’re being pro
Tax Issues
Will You Benefit Or Lose With The New Tax Laws?
New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection w
Charitable Giving, Tax Issues
A Tax Reduction Strategy For People Who Give Back
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable
Tax Issues
State and Local Tax Reform
The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local in
Tax Issues
Do your property taxes exceed $10,000 per year?
The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for