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Four Important Steps to Sell Your Business for Maximum Value

By: Brandon Layo, CPA, CVA Selling your small business for maximum value was already a difficult journey to undertake – now made exponentially more difficult in the wake of a global pandemic.  With uncertainty, fear, and capital limitations imposed on…

Money Concerns for Those Remarrying

What financial factors deserve attention? Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?                                                            Many baby boomers and seniors…

Buy-Sell Agreements for Businesses

Planning for your future and beyond. For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for…

What if You Get Audited?

What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show…

Should You Plan to Retire on 80% of Your Income?

Examining a long-held retirement planning assumption. A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering?…

Bad Money Habits to Break

Behaviors worth changing.   Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any…

Overlooked Tax Deductions for Small-Business Owners

Helpful tips for tax time.   Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows small-business owners to take…

Markets Ring in the Decade on a High Note

Quarterly Market Commentary | Q4 2019 The final quarter of 2019 could be taken as a microcosm of the full year and, for that matter, the entire decade. Each period began in the wake of volatile, confidence-testing equity-market selloffs, yet…

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help you manage your tax bill. Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly…

Cash Flow Management

An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals…

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019.  What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable…

Wise money moves for parents under 40

As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids. Parenting presents you with definite,…

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