Business · September 13, 2024

Navigating networking doesn't have to be a dreaded ordeal. Imagine transforming your networking approach into one where connections form naturally, based on mutual respect and genuine interactions. In this insightful guide, we delve into effective networking practices that prioritize building real relationships over merely exchanging business cards. Drawing from the relaxed yet purposeful Italian style of networking, we explore how fostering genuine relationships can lead to more substantial and

Business · September 06, 2024

When unforeseen challenges arise, is your business equipped to weather the storm? Take a cue from Jenny Bristow, the founder of Hedy & Hopp, who encountered a personal health crisis that could have derailed her company. Instead, her business not only survived but thrived, thanks to her foresight in advanced planning. In this essential guide, we delve into the critical strategies that safeguarded her company during her recovery and how these measures can protect your business too. Discover the im

Business · August 30, 2024

Welcome back, small business owners! After exploring the initial five tax-saving strategies last week, we’re ready to dive deeper with five more transformative moves in Part 2 of our series. This week, we spotlight advanced strategies ranging from restructuring your business for tax efficiency to mastering estimated tax payments. Each strategy is tailored to fortify your business's financial health as we approach year-end. Whether it's optimizing your business structure or maximizing your market

Business · August 19, 2024

You might not think the Supreme Court affects your daily business, but a recent decision could fundamentally change how your assets are valued—and not in your favor. Imagine having everything perfectly set up for the future, only to discover that a court ruling now puts your life's work and your family's financial security at risk. That's the harsh reality faced in the case of Connelly v. United States, where a routine valuation spiraled into a financial nightmare. Curious about the details and

Business · July 29, 2024

Navigating disputes as a small business owner can feel daunting, especially when conflicts with vendors, employees, or clients threaten your operations. Traditional court proceedings can be costly and time-consuming, potentially harming your brand's reputation. However, there's a strategic alternative that can save you time, money, and stress: mediation. In our latest guide, we explore how mediation offers a confidential, cost-effective, and controlled approach to resolving disputes. You'll lear

Business · July 15, 2024

As a small business owner, strategic financial management is key, and as we dive into the second half of 2024, it's time to tackle a crucial aspect often pushed aside: taxes. This guide offers 10 tax strategies to not only safeguard but enhance your bottom line. From maximizing retirement contributions to leveraging deductions on new business equipment, each move is designed to optimize your fiscal health and reduce tax liabilities. Ready to transform tax season from a stressor to an opportunity

Estate Planning · March 29, 2024

Crafting your own Will or Trust might feel empowering, yet it's fraught with risks that could leave your family facing legal battles and financial strain. The allure of DIY legal services masks the complexity and nuances of estate planning. A real-life story shows how easy it is to inadvertently disinherit loved ones or tie them up in legal knots, turning a well-intentioned effort into an expensive and emotional nightmare. It's a stark reminder that what we leave behind should be a legacy, not a

Estate Planning · March 11, 2024

If you are a single parent, life for you right now probably couldn't get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. It's a huge responsibility, even if you do share time with a parenting partner, and especially so if you don't. Regardless, as a single parent, your children's lives are now largely in your hands, and the best way to protect them is through estate planning.

Estate Planning · September 03, 2021

Giving donations to a charitable cause is a noble act of kindness. And you are also likely well aware that as with donating to charity during your lifetime, dedicating a portion of your estate to a charitable cause can reduce the taxable value of your estate. But it doesn’t end here. You may be surprised to learn about the numerous benefits available when you incorporate charitable giving into your estate plan. Learn more here!

Estate Planning · February 19, 2021

With everything that is happening in the world—and with the volatility of the stock market and our current reality —knowing your options is vital to preserving the life and legacy of your parents. If you or your parents have a retirement account, and you're not intimately connected to how your assets are being invested, it's time to get more involved. It's the best thing to do to preserve your family's legacy.