Blogs

New Year, New You, Old Contracts? How to Keep Up with the Times
With the arrival of 2021, it’s time for business owners to make plans and goals as they embark on a new fiscal year. And it’s time...

Bankruptcy, COVID, and You: When a PPP Loan Isn’t Enough
The pandemic has drastically changed our world in less than a year—including markets and the economy. Across all walks of business,...

Come on, Vaccine: Getting Your Business Ready for the New Year
A new year and the start of vaccine distribution – 2021 has everyone excited, or at least grateful. But don’t let your business...

Taking Stock: The Year in Practice
Well, welcome to January. It’s been a hot minute (so to speak) since I’ve had a chance to connect with many of you—and I hope that...

What a 67% Estate Tax Looks Like – and What to Do Before the Ball Drops
The incoming Biden administration has pledged to change Trump-era tax laws. And while we’ll have to wait for the outcome of the...

What Matters Most: Financial Planning Conversations to Have Now
The winter holidays may look different this year, but hopefully you’ll still get to spend time with family and friends – even if...