Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral

For many families, an individual retirement account can be their largest investment asset and in many situations will be the primary source of income during… Read More…

Mergers and Acquisitions: Basics for Small Business.

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers and corporate raiders, Fortune 500 companies, hostile negotiations, confusing… Read More…

Why You Need a Business Valuation (even if you don’t plan on selling soon)

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood.  They poked around the back yard, took some measurements, and… Read More…

Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if… 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…

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…

Not So Fast: What you need to know before you sign a non-compete agreement.

Selling your closely held business has its perks.  Whether you’re looking to gain cash or stock and diversify your assets, or just simplify family relationships,… Read More…

Changes in Social Security Regulations Prompt Changes in Retirement Planning

Planning for retirement has never been easy, but changes to Social Security this year are making things all the more difficult. Late last year, Congress… Read More…

7 Root Causes of Delegation Issues

If DIY is your CEO mantra, you’re doing it wrong. A manager’s role is two-fold: to increase productivity and to raise up the next generation… Read More…

Weighing the Costs: Converting from C Corporation to S Corporation Status

Converting from C corporation status to S corporation is a common change in business due the beneficial tax attributes afforded to shareholders. C corporations are… Read More…