This article explains how the assets people own have become more complicated, making it a little more difficult to include everything in your will. Only about 46% of Americans have made provisions for how their money and estate should be handled...
More InfoEmbracing a New Era of Innovation in 2022
This article explains the importance of building your company’s online structure in a growing technological world. Technology is more powerful than ever challenging a business to restructure in new ways where it can sustain itself in a new...
More InfoThe Benefits of Business Valuation for Small Businesses
This article demonstrates the possibilities a small business can pursue after receiving a valuation. A valuation can give small business owners benefits such as tracking progress and “a road map to deliberate decision making.” Some other benefits...
More InfoThe importance of Having a Plan When Including Family in Business
In this article Jolene Brown, a family business consultant points to four major mistakes when breaking down a family business. She firstly points out that assuming all genetic relationships equal good working relationships is wrong. Brown says...
More InfoTime to Start Your Year-End Tax Planning!
Year-end tax planning is seldom a simple proposition. With this in mind, we have prepared a comprehensive 2021 Year-End Tax Planning Letter. For your convenience, there are two letters, one for individuals and one for businesses:  ...
More InfoWhat the End-of-Work Landscape Looks Like Now
This article discusses how the coronavirus pandemic forced many employees to look towards their 401(k) plan in order to borrow cash for personal financial burdens. However. “About 47% of employees who took a retirement loan say they ended up...
More InfoConsiderations When Automating Accounts Payables
Accounts payables (AP) is a process in the financial department that can be inconsistent and burdensome. However, today’s workforce has driven AP transformation – especially with remote working. Some businesses do not have much choice but to...
More InfoHow Businesses Can Recognize and Combat Employee Burnout
According to the job site Indeed, COVID-19 has taken a toll on workers even more in 2021, compared to 2020. The survey conducted by Indeed found that 52 percent of those surveyed felt “burned out” in 2021. Sixty-seven percent of those asked said...
More InfoVenture Capitalism and ‘Unicorns’
Venture capitalism comes from an investor who offers money to start-up companies in exchange for an equity stake – much like you see on the ABC television show, Shark Tank. As a general rule, a venture capitalist (VC) invests after the new...
More Info