Could your business benefit from interim financial reporting?
For many businesses, generating financial statements once a year isn’t enough. You may want to engage in “interim” financial reporting to produce insightful information more frequently.
6 Key Financial Considerations for Unmarried Couples
As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…
CPA | Money | Planning | Wealth Advisor
The Financial and Emotional Impact of Sudden Wealth
Whether it’s from an inheritance, settlement, divorce, a major sale, initial public offering (IPO) of your business or winning the lottery, most people would agree coming into a large sum of money is a good problem to have.
Avoid Succession Drama With a Buy-Sell Agreement
If your business has multiple owners, building a buy-sell agreement into your succession plan is strongly advised. Here’s how these arrangements work.
Small Business Tax Mistakes to Avoid
For a small business owner, a misstep in tax planning could result in a big, unforeseen bill.
Strengthen Strategic Planning with Competitive Intelligence
Business owners: Strategic planning is undeniably important, but you may be missing a savvy move if you aren’t using competitive intelligence to refine your game plan.
Timely Strategies to Get Ahead of Student Loan Repayments
While you can’t control the student loan cancellation stalemate in the courts, you can take advantage of several student loan programs in 2023.
How Businesses Can Use Stress Testing to Improve Risk Management
Business owners: The recent news stories about failed or troubled banks has probably caught your eye. Consider it fair warning to engage in sound risk management practices, such as stress testing.
Choosing an Entity for Your Business? How About an S Corporation?
There are several choices of entities for a new business venture. What about an S Corporation? Here are the advantages.
Keep An Eye Out for Executive Fraud
Many business owners believe no one on their leadership team would ever steal or cheat. Yet executive fraud costs companies hundreds of thousands of dollars annually.