Expert Articles


Jun
2018

Do Your HR Efforts Consider Cultural Needs?

At a basic level, business culture is simply the summation of traits and behaviors of the employees. Satisfaction, however, is a fulfilled need or desire. And, cultural priorities can play a huge role in job satisfaction. So, do you know which characteristics of corporate culture your employees hold in highest regard?

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Apr
2018

4 Reasons Financial Planning is Important Even If You Know You Have Enough Assets

For families who have a high degree of confidence that they have assets sufficient to meet all their future financial goals, there is still considerable value in a professionally constructed financial plan. Keep reading for our insight on how to get even more from estate and tax planning, and other important areas of your financial life.

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Mar
2018

Being Tax Efficient Requires Timing, Planning, and Partnership

As your wealth grows so can the complexities of proper management. Expertise should be delivered to you in many areas by professionals who have a specialty in working with affluent families. For this article, we’ve reached out to a couple of experienced tax advisors with whom we regularly partner to provide some tips on being tax efficient with your wealth.

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Feb
2018

2017 Tax Documents — What to Expect, When, and From Whom

The first quarter of each year is often a period of fresh starts and new beginnings. But it is also a time for wrapping up the previous year’s business and putting it to bed — especially with regards to tax preparations. To assist in the organization of many of these details and to smooth the process for both yourself and your financial service providers, we’ve assembled the following checklist of dates, documents, and notes to keep in mind.

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Oct
2017

Is an ESOP a Better Option Than an Outright Sale of Your Business?

When it’s time to move on from the business, many owners regard selling or merging their company to be the only viable option. But doing so often leaves employees and clients in a bad spot. For owners looking to make the best decision for themselves and the company they’re leaving behind, another option to consider is an Employee Stock Ownership Plan.

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Sep
2017

Managing Charitable Giving During the Sale of a Business

As successful business owners reach a point in their business when they are ready to sell, many also recognize both the need and opportunity to do more with their good fortune. For business owners with such a charitable inclination and a readiness to have their business change hands, there are many options and considerations to weigh.

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Aug
2017

Using a Roth IRA Conversion to Lower Your Tax Liability in Retirement

Many workers use qualified retirement accounts to save for retirement. A major attraction of these vehicles is that taxes on the earnings are deferred. That can be beneficial while you are working, but on-going deferrals over the long-term can also lead to large bills once you retire. There is, however, a way to reduce the potential tax bite of tax-deferred retirement accounts.

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May
2017

Succession Planning Part 2: The Convergence of Exit and Estate Planning

Estate planning is complex. Add to it the dimension of planning a business sale ortransition, and it can be overwhelming. But it’s just as essential as business planning in order for your family to navigate as smoothly as possible through a transition. Here are some key elements to keep in mind to make the process less of a challenge.

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