Business Succession Planning Insights

Tax Prep, Planning & Strategy

Fiduciary duties: What your board members need to know

Not-for-profit board members — whether compensated or not — have a fiduciary duty to the organization. Some states have laws governing the…

Tax Prep, Planning & Strategy

You have options when addressing life insurance in your estate plan

Life insurance has long provided a source of liquidity to pay estate taxes and other expenses. But, with the estate tax exemption currently set…

Tax Prep, Planning & Strategy

Your succession plan may benefit from a separation of business and real estate

Like most businesses, yours probably has a variety of physical assets, such as production equipment, office furnishings and a plethora of technological…

Tax Prep, Planning & Strategy

2019 tax calendar

To help you make sure you don’t miss any important 2019 deadlines, we’ve provided this summary of when various tax-related forms, payments…

Tax Prep, Planning & Strategy

An implementation plan is key to making strategic goals a reality

In the broadest sense, strategic planning comprises two primary tasks: establishing goals and achieving them. Many business owners would probably…

Tax Prep, Planning & Strategy

Be vigilant about your business credit score

As an individual, you’ve no doubt been urged to regularly check your credit score. Most people nowadays know that, with a sub-par personal…

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