Expert Articles
2018 Tax Documents — What to Expect, When, and From Whom
As winter melts into spring and tax preparation season is upon us, we’re here to help. To assist you with organizing details and gathering information, we’ve compiled the below checklist of dates, reminders, and tax documents.
Read More »5 Fraud Schemes That Target Seniors
It probably wasn’t long after humankind developed its first system of commerce, that someone figured out a way to cheat the system to his own benefit. And there is no doubt that today’s digital world has only increased the number of ways for criminals to take advantage of others. Sadly, one of the fastest growing areas of fraud involves older adults. To protect yourself and your loved ones, be aware of these common schemes so that you can more easily identify them as they are happening.
Read More »10 Red Flags for Recognizing Diminished Capacity
While physical incapacity is generally easy to spot, cognitive problems may start occurring well before anyone detects them. And one of the first areas commonly affected by diminished capacity is the ability to make sound financial decisions. These 10 warning signs can help you start a planning process that avoids potential financial pitfalls.
Read More »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?
Read More »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.
Read More »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.
Read More »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.
Read More »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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