Don’t Be A Drag: Follow-up with prospects and clients without being annoying.

Many business owners and salespeople are hesitant about making follow-up calls or sending emails for fear of being annoying.  I get it.  No one wants… Read More…

Tougher Rules for Family Partnerships

For several decades, estate planners have been utilizing family limited partnerships (FLPs) and family limited liability companies (FLLCs) as “creative” planning tools to effectively discount… Read More…

Expanded Mentor-Protégé Program Presents New Opportunities For Business

Experts say it’s the best of both worlds: the combined resources, stability, and experience of large, established firms with the innovation, focus, and energy of small,… Read More…

Think Like An Olympian

It’s easy to marvel at an Olympic athlete.  The unique skill of a Simone Biles or Michael Phelps is unmatched, and it’s jaw-dropping to watch… Read More…

Make the Most of Networking Events in 3 Simple Steps

Meeting new people is an essential part of any small business owner’s week. Good networking events help us develop a professional rapport with others, expose… Read More…

This One Thing Can Prevent Employee Burnout

Every business owner strives to build a motivated workforce.  Company perks, a great benefits package, a positive office culture, and so on all play into… Read More…

Put Succession Planning at the Top of Your To-Do List

“So what happens when you die?” That’s a question that catches a lot of clients off-guard, but it’s one I’ve found to be pretty useful…. Read More…

Obamacare’s Cadillac Tax Officially on the Chopping Block

Last September, we brought to your attention the fact that Obamacare’s most lucrative funding piece, the Cadillac tax, was in trouble.  Today, it seems all… Read More…

Withdrawals From Your 529 Can Be Costly Mistakes

Didn’t summer just start?  It’s hard to believe, but in just over a month, our kids will head back to school.  For some of us,… Read More…

Put Cash Back In Your Pocket With a Cost Segregation Study

Most property owners know a thing or two about depreciation benefits, but very few fully capitalize on them.  If you (or your company) have purchased,… Read More…