Nurturing legacy with family offices is the key to sustaining success across generations. In the world of successful families and entrepreneurs, family […]
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Given the ever-increasing values of our properties, people are likely worth much more today than they realize, even much more than a […]
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No one plans to fail, but plenty of people fail to plan! Inaction leads to failing in your estate planning goals. Ultimately, […]
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Once your child turns 18, they are defined under the law as adults. Conscientious professionals know that it is a misconception that […]
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Domestic banks are safe… unsafe… not sure? Here is an historical perspective on banking in this shifting economy. Most Americans alive today […]
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Okay, you just got off the phone with your favorite bookie, I mean travel agent. You’ve booked that long overdue trip of […]
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Hey IRS, Everything I Do Is Ordinary And Necessary After decades of toiling away for The Man, unappreciated, underpaid, disrespected, and all […]
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One of the top frustrations that company owners and senior executives have is communication with their accounting/finance department. Consequently, the accounting department […]
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Hey IRS, that is a gift from my boss, what do you mean it is taxable? After years of dedicated and mostly […]
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The year 2022 has been full of business hurdles for many companies. Unfortunately, 2023 looks like more of the same. Yes, business […]
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An annual budget creates a roadmap to success—at least that is what has been drilled into every business owner. But there is […]
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Not all business is created equal. The need to bring in business often leads to pressure to say “Yes” to every opportunity […]
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