Get Competitive With Your Compensation Strategy

Is your business evolving? Perhaps you’re adding employees or promoting staff. Or perhaps you’re facing economic challenges of pressure from local competitors. It may be [...]

Cash Flow Considerations for Seasonal Businesses

Seasonal businesses often face intense cash flow fluctuations. It is important to optimize your operating cycle to prepare for the down time your company will [...]

Six Strategies for Your Tax Playbook

I’m looking forward to tax day. No, I’m not in a time warp.  I do know that April 15th is behind us, and most people [...]

Income Distribution – Deciding How to Split the Pie

Having partners in a medical practice definitely has its advantages. You have peers to share the workload and to share costs, which often drives up [...]

The Sandwich Generation – Taking a Bite out of the Burden

They call us the Sandwich Generation, the middle layer between grown or growing children who depend on us and parents who also depend on us.   [...]

How to Qualify as a Small Business Government Contractor

So you are considering or have decided that you want to do business with the United States Government.  Why not when the government spends over [...]

Implementation of Fiduciary Rule Regulations Delayed

The Department of Labor (DOL) spent years creating their 2016 Fiduciary Duty Rule final regulation to define a fiduciary of covered retirement plans. The purpose [...]

2020-01-28T16:25:27-05:00February 8, 2017|Categories: Retirement, Small Business, Tax: Business, Tax: Individual, Wealth Management|

Investment Interest Expenses Deductions Might Not Be Worth Taking

Investment interest, the interest on debt used to buy assets held for investment, such as margin debt used to buy securities, can generally be deducted [...]

What Is a 401(K) Match “True up” and Why Must I Do It?

Dear Anna, Question:  We’ve been funding an employer matching contribution to the 401(k) plan throughout all last year and now I’m being told I must [...]

2020-01-28T16:24:39-05:00January 3, 2017|Categories: Employee Benefit Plans, Retirement, Small Business|

New Year’s Resolution: Create a Financial Plan

Does it feel like just a few weeks ago that we ushered in 2016?  It seems that every year goes by more quickly than the [...]

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