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Why Will Every Owner Exit Their Business and How Can You Best Prepare For This?

Why Will Every Owner Exit Their Business and How Can You Best Prepare For This?

by Mike Jesowshek, CPA | Jan 30, 2023 | Business, Management, Small Business

This is Part 1 of 2 in a mini series we are doing on business exits. For both our Blog and Podcast episode, we brought on Stuart H. Sorkin, the Managing Member at Business & Legal Advisors. Let’s dive into this important question! What Are the Ways a...
What is Strategic Planning?

What is Strategic Planning?

by Mike Jesowshek, CPA | Jan 18, 2023 | Accounting, Bookkeeping, Small Business, Tax-planning strategy, Taxes

This is an add-on to our discussion last week, How Can I Setup My Business for Success in 2023? If you haven’t checked that out yet, do so now. We discussed: Take Bookkeeping Seriously: Update it regularly, no commingling, and keep your receipts/documentation...
How Can I Setup My Business for Success in 2023?

How Can I Setup My Business for Success in 2023?

by Mike Jesowshek, CPA | Jan 11, 2023 | Bookkeeping, Succes, Tax-planning strategy

It’s a new year and with the start of every year there seems to be a sense of “refresh” or “restart”. The problem is so many people do nothing at all or give up by the end of January. My goal in this article is to give you some actions...
How Does The SECURE Act 2.0 Affect 401ks?

How Does The SECURE Act 2.0 Affect 401ks?

by Mike Jesowshek, CPA | Jan 6, 2023 | 401k, Retirement

Our good friends over at Life, Inc. Retirement Services put together some great content around The Secure Act 2.0 and how it affects 401(k)s. The SECURE Act was originally passed in December 2019, and was thought of as one of the biggest changes to the industry in...
What Does My Accountant Need for Tax Season?

What Does My Accountant Need for Tax Season?

by Mike Jesowshek, CPA | Jan 4, 2023 | IRS, Small Business, Tax-planning strategy, Taxes

Happy New Year! Welcome to tax season. Sorry to bring you down right away with tax season information but my hope here is to actually provide you tools and ideas to make this tax season stress free. We are going to go through some things you can do early here in 2023...
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  • What Options Do I Have To Pay For My Tax Bill?
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  • How Can I Lower My Tax Bill After Year-End?
  • What Does the M&A Process Look Like?
  • Why Will Every Owner Exit Their Business and How Can You Best Prepare For This?
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