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...
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...
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...
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...
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...
