What Is a Trust Protector and Should You Have One?
Undeniably, the role of a trust protector has become very important in trust administration. Recent IRS changes, like the Chief Counsel’s Memorandum
Ultimate Guide To Wealth Management Business Plan
Are you looking to prepare a comprehensive wealth management business plan but unsure where to start? Understanding and implementing wealth management requires
Linking Your Financial and Business Continuity Plans
Owning a successful business is a constant exercise in planning. Many successful business owners have already committed to personal financial planning, including
Do You Have a Business Continuity Plan? You Should.
What if disaster strikes your business? An estimated 25% of businesses don’t reopen after a major disaster strikes.1 Having a business continuity
Be Proactive When it Comes to Business Issues
Your manager breaks her leg playing softball and will be out for a month. Or your receptionist’s husband lands his dream job,
What You Need to Know About Incorporating Your Business
Incorporating your small business the right way can bring tax benefits and protect your personal assets. Read on to learn more about
Treatment of Business Expenses Paid with PPP Loan Funds
In December 2020, Congress passed the Consolidated Appropriations Act, 2021. The Act includes the COVID-related Tax Relief Act of 2020, which provides
Economic Injury Disaster Loans in 2021
The purpose of Economic Injury Disaster Loans (EIDL) is to help businesses meet financial obligations and cover operating expenses that could have
Avoid Costly Payroll Errors with These Tips
Payroll is one of the most important aspects of any business, but it’s one that, when running smoothly, business owners don’t tend
Small Business Health Care Tax Credit
Paying employees seems easy enough. Their hours are logged, and you sign the checks; however, there’s more to payroll than that, and
Taking on a Larger Competitor and Winning
Running a small business isn’t easy. You probably wouldn’t have it any other way. The ability to survive and thrive is a
Do a Financial Review Mid-Year
Before you get involved with other things, schedule a mid-year checkup. No, we’re not talking about the height/weight/blood pressure kind of checkup,