Uncategorized

05.07.24

Pay attention to the tax rules if you turn a hobby into a business

Articles
Advisory

Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open a charter fishing business. Or maybe you’d like to turn...

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05.06.24

Hot Topic Webinar: Estate Planning 101

Event
Webinar
Wealth Management
Trusts

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

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05.06.24

Federal regulators expand overtime pay requirements, ban most noncompete agreements

Articles
Business Owners
Business Tax

The U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from federal overtime pay requirements. The threshold is...

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05.03.24

Cannabis ESOPs: Why an ESOP is an Industry Game Changer

Webinar
Event
Cannabis

Co-hosted with BGM and MBO Ventures Watch our insightful session on “Cannabis ESOPs: Why an ESOP is an Industry Game Changer.” Business owners who are considering selling their business should...

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05.01.24

B2B businesses need a cohesive strategy for collections

Articles
Business Owners
Advisory

If your company operates in the business-to-business (B2B) marketplace, you’ve probably experienced some collections challenges. Every company, whether buyer or seller, is trying to manage cash flow. That means customers...

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Cupped hands offering a ball of cash.
05.01.24
Chad Halbur

Charitable Remainder Trusts: Generating Income While Giving to Charity

Newsletter
Business Owners
Trusts

What Are Charitable Remainder Trusts? A Charitable Remainder Trust (CRT) can be an effective tool for managing the tax implications of selling a business while also benefiting a charity. A...

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05.01.24
Kim Scharber

Year-Round Business Tax Advisory Services

Newsletter
Blog
Business Owners
Business Tax

Maximizing Your Business Tax Strategy: The Value of Year-Round Tax Advisory Services Tax planning isn’t just about saving money and staying compliant. It should also optimize your business tax strategy...

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Older man and woman holding hands walking on a beach together
05.01.24
Jon T. Meyer, CFP®

Spend It! (How to Spend Money in Retirement)

Newsletter
Retirees
Wealth Management

Key Takeaway: You might be good at saving, but are you good at spending? Enjoying money is harder than it seems, but the jolt of retirement reminds us we must...

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04.30.24

Taxes when you sell an appreciated vacation home

Articles
Individual Tax & Planning

Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but what about taxes? Here are three scenarios to illustrate the federal income...

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04.29.24

When partners pay expenses related to the business

Articles
Executives
Individual Tax & Planning

It’s not unusual for a partner to incur expenses related to the partnership’s business. This is especially likely to occur in service partnerships such as an architecture or law firm....

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