
Our Blog
10 Small Business Tax Moves to Make the Second Half of the Year - Part 2
Last week, we looked at the first 5 of 10 business tax moves to take in the second half of this year. This week, we're diving into five more game-changing tax strategies that will have you look at your business finances in a new light. So pull up your tax-deductible office chair and read on…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.
10 Small Business Tax Moves to Make the Second Half of the Year - Part 1
As a small business owner, managing your finances strategically is crucial to your success. With the second half of 2024 underway, now is a great time to focus on something no one likes to talk about but can make a huge difference to your bottom line: taxes.
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!) in this second article of our 4-part celebrity estate planning series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned. Let’s just say he has…thoughts.
10 Strategies for Turning Social Media Criticism into Business Opportunity
As a small business owner, a single piece of negative online criticism can feel like a personal attack and a potential threat to your brand’s reputation. However, mastering the art of handling these comments with grace and strategy and the support of a trusted advisor can strengthen your brand and empower you in the face of adversity.
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
For whatever reason, we just can’t resist a good, juicy celebrity story. So, for the next few weeks, we will look at the lives of 4 celebrities and how they prepared for the inevitable (or didn’t!). This week, we're spotlighting the King of Pop, Michael Jackson.
Become a Stronger Leader Through Self-Awareness
As a small business owner, you wear many hats and juggle countless responsibilities every day. Strong leadership is critical to your company's success, from managing employees to handling finances to keeping customers happy. But what makes a truly effective leader? Self-awareness.
The Surprising Connection Between Men’s Health and Estate Planning
Gentlemen! As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. Have you considered how your health and estate planning are connected? Find out how in this week’s blog!
3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have much more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But you can still help them if you and your child plan.
The Surprising Secret to Business Success: Replacing Yourself!
You started your business as a labor of love, nurturing it through those challenging early years with grit and personal sacrifice. The last thing you’re probably thinking about is replacing yourself in the event you retire, die, or become incapacitated. But when you face these facts, you set your business up for success.