Business Owner Advisory How To Protect Profit Margins Heading into a Recession As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business owners can improve operation efficiency and effectiveness to protect profit margins and revenue growth.
Business Owner Advisory Hiring the Right Wealth Manager for Your Transaction The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one of the most important people you can have on your transition team.
Business Owner Advisory Paycheck Protection Program – June 9, 2020 On June 5, the President signed the Paycheck Protection Program (PPP) Flexibility Act into law. This act addresses many of the issues business owners have encountered with the program.
Business Owner Advisory Paycheck Protection Program – May 19 Update The SBA released the PPP Loan Forgiveness Application. In addition to providing step-by-step instructions for calculating your forgiveness amount, the application also clarifies several key items.
Business Owner Advisory Paycheck Protection Program – May 15 Update The Small Business Administration continues to provide guidance about the Paycheck Protection Program. In this update, we look at how to handle employees who refuse to return to work.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
