Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business… Shannon Jenkins, Partner
Business Owner Advisory Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing… Masha Hodi, Partner & Colleague Engagement Officer
Business Owner Advisory Small Business Owners: An Agile Approach to Successful Cash Management August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance… Shannon Jenkins, Partner
Business Owner Advisory Selling Your Business in a Buyer’s Market September 28, 2022 - As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should… Brett Dearing, Partner
Business Owner Advisory Hiring the Right Wealth Manager for Your Transaction April 28, 2022 - 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… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – June 9, 2020 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… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 19 Update May 19, 2020 - 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… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 15 Update May 15, 2020 - 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… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 7 Update May 7, 2020 - As the initial rush to apply for the Paycheck Protection Program (PPP) subsides, new issues and concerns have bubbled to the surface. Here are the… Brett Dearing, Partner
Individuals and Families NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
