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All Business Strategy & Improvement

Mergers and Acquisitions: Basics for Small Business.
Mergers and Acquisitions: Basics for Small Business.

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers...

5 Personal Tax Moves to Make This Summer
5 Personal Tax Moves to Make This Summer

Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to...

5 Business Tax Moves to Make This Summer
5 Business Tax Moves to Make This Summer

Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here...

Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
Why You Need a Business Valuation (even if you don't plan on selling soon)
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...

June 15th Tax Deadlines
June 15th Tax Deadlines

Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us.

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

Save Money on Credit Card Transaction Fees
Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some...

Wrap-up Busy Season By Truly Connecting With Clients
Wrap-up Busy Season By Truly Connecting With Clients

During our own busy season, we touched on the importance of motivating employees and avoiding...

Top 100 Questions Business Owners Ask Us

Anything But Typical®?

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