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Friday, November 28, 2025

Starting a business is exciting -- but it may also be exhausting and a little bit scary. You might know what type of business you'd love to start, but getting that concept going and turning your idea into an actual business takes a...

Friday, October 25, 2024

The Altman Weil Flash Survey on Lawyer Retirement found that about half of all major U.S. law firms have mandatory retirement policies, yet 29% of attorneys surveyed plan to continue working in some capacity after retirement and 4%...

Friday, October 18, 2024

Set up trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs. Simply put: A trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity (e.g. a...

Friday, October 11, 2024

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you...

Wednesday, October 2, 2024

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are "bandonneurs" (a French word for "jack of all trades") who may successfully wear many hats, but...

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Tuesday, October 1, 2024

Tips to embrace the spirt of fall to get a jumpstart on your tax planning The fragrance of pumpkin spice is in the air, leaves are transforming into a brilliant display of reds and golds, and festive preparations are underway. Fall is...

Tuesday, September 24, 2024

Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence...

Tuesday, August 13, 2024

Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced.

Tuesday, August 13, 2024

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity.

Tuesday, August 13, 2024

As complex as the details of taxes can be, the income tax process is fairly straightforward. However, the majority of Americans would rather not spend time with the process, which explains why almost half hire a tax professional.

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