02 Jan Embracing 2024 – Resolutions for Business Owner Clients and Estate Planning Clients
The beginning of a new year symbolizes a fresh start— this is an ideal time to consider the invaluable benefits of robust business and estate planning....
Author: admin
02 Nov Navigating the FTC
In this blog, we'll delve into what the FTC means for your business and how you can navigate its guidelines to thrive in the marketplace....
05 Sep Business Succession Planning vs. Business Sale: Choosing the Right Exit Strategy
The time has come to move on from your business. Perhaps it's time for retirement, a new adventure, or simply a change of direction. As a business owner, you have two primary options for exiting your business: succession planning or selling the business outright. Each...
13 Jul Overview of the Corporate Transparency Act
In the coming months, I will be discussing this Act in depth with my business clients, but I wanted to provide a general overview or introduction to a law that was signed in 2021 but will not go into effect for reporting purposes until January...
30 May Responsibilities After Death
When a loved one passes, the last thing we want to do in the middle of the grieving process is to think about what responsibilities or steps are necessary as a result of the death. But when you get past the initial stages and have...
31 Mar Selling Your Business
At some point, every business owner has thought about or should think about what happens to their business beyond them. Some business owners want to plan for business succession planning to make sure the business stays in the family. Others have a plan for a...