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    Estate, Succession, and Exit Planning

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    BGW CPA
    Why You Need a Business Valuation (even if you don't plan on selling soon)
    BGW CPA
    Roth Rules: When to convert your 401(k) to a Roth IRA.
    BGW CPA
    Tougher Rules for Family Partnerships

    For several decades, estate planners have been utilizing family limited partnerships (FLPs) and family limited liability companies (FLLCs) as...

    BGW CPA
    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. Over the...

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    Top 100 Questions Business Owners Ask Us

    All Estate, Succession, and Exit 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...

    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...

    Tougher Rules for Family Partnerships
    Tougher Rules for Family Partnerships

    For several decades, estate planners have been utilizing family limited partnerships (FLPs) and...

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

    Business coaching services cover ins and outs of non-compete agreements
    Business coaching services cover ins and outs of non-compete agreements

    Selling your closely held business has its perks.As business growth consultants, we understand...

    Changes in Social Security Regulations Prompt Changes in Retirement Planning
    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...

    7 Root Causes of Delegation Issues
    7 Root Causes of Delegation Issues

    If DIY is your CEO mantra, you’re doing it wrong.

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

    Declaring Independence
    Declaring Independence

    The Declaration of Independence is rightly called the founding document of the American political...

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    We have a pretty great podcast and insights that dig into issues you really care about.