Joint Ownership in Estates and Trusts Planning

Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages for surviving family … [Read more...]

Competitive Intelligence Can Give Your Marketing Campaigns An Edge

It’s understandable and indeed critical to focus a marketing campaign on the strengths and distinctive benefits of the products or services in question. … [Read more...]

Tax-related Provisions of the Infrastructure Investment and Jobs Act

Almost three months after it passed the U.S. Senate, the U.S. House of Representatives has passed the Infrastructure Investment and Jobs Act (IIJA), better … [Read more...]

2022 Social Security Wage Base

2022 Social Security Wage Base Announced The Social Security Administration (SSA) announced on Wednesday, October 13 that the 2022 social security wage base … [Read more...]

Tax Moves to Make Before Year-End

There are always moves you can make to reduce your taxable income. Some of these tax-saving moves, however, must be completed by December 31. Here are several … [Read more...]

What Business Owners Should Know about Stop-loss Insurance

When choosing health care benefits, many businesses opt for a self-insured (self-funded) plan rather than a fully insured one. Why? Among various reasons, … [Read more...]

What is a Business Pitch Deck?

A pitch deck is a digital presentation that makes a short, compelling case for investing in your business. Each deck should be customized to your audience. But, … [Read more...]

Engaging in customer-focused strategic planning

Engaging in customer-focused strategic planning When creating or updating your strategic plan, you might be tempted to focus on innovative products or … [Read more...]

Debate Continues in Congress over Proposed Tax Changes

Negotiations continue in Washington, D.C., over the future of President Biden’s agenda. Tax law changes may be ahead under two proposed laws, the Build Back … [Read more...]

4 Ways to Refine Your Cash Flow Forecasting

Run a business for any length of time and the importance of cash flow becomes abundantly clear. When payroll is due, bills are piling up and funds aren’t … [Read more...]