PPP Tips: 6 Things to Discuss with Your Accountant Now
Originally published in Kiplinger By Bruce Willey I feel for the small and medium business owner right now: They are like sailors facing headwinds and…
Category: Financial
Wealthy Families Need More Than a Financial Succession Plan: They Need a Process
Originally published in Kiplinger By Sara Montgomery Wealthy families can have balance sheets as large and complex as sizable businesses. But when it comes to…
3 Key Things Companies Need to Consider About Stock Options Right Now
Originally published in Entrepreneur By Kurt Piwko Stock option compensation strategies are hard for small firms and startups to get right even in the best…
3 Key Things Companies Need to Consider About Stock Options Right Now
Originally published in Entrepreneur By Kurt Piwko Stock option compensation strategies are hard for small firms and startups to get right even in the best…
How New Graduates Can Make the Most of a Terrible Job Market
Originally published in Kiplinger By Adam Weinberg There’s no way to sugar coat it: the seniors leaving campus this spring are graduating into one of…
This Is the Most Important Thing to Consider When Selling Your Business. (Hint: It’s Not the Price.)
Originally published in Entrepreneur By Bruce Willey I’ve seen a frustrating trend play out lately. Owners of small to medium sized businesses give their lives…
Thinking of Selling Your Business? 2 Steps to Get the Best Price
Originally published in Kiplinger By Kurt Piwko Throughout the country, hundreds of thousands of business owners are struggling to cope with the massive impact of…
Don’t Let the Drama Surrounding PPP Distract You from Running Your Business
Originally published in Kiplinger By Bruce Willey By the time this is over, there’s one letter small business owners may never want to see again:…
Coronavirus Has Shown the True Value of Cash Reserves
Originally published in Kiplinger By Jaime Eckels One of the hardest parts about being a financial planner is convincing people to do things they’d rather…
You Need a Smart Tax Strategy to Get the Most Out of Your Stock Options
Originally published in Kiplinger By Jeff Watkins When the dot-com boom turned to bust two decades ago, stock options were one of the biggest pain…