Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
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Vision & Values Exercise
Many people sleepwalk through their lives, never actually making the big decisions. We have an opportunity to set a clear vision and pursue it. “If one does not know to which port one is sailing,...
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Wealth and Values
In the pursuit of financial success, our focus often gravitates toward future goals and grand visions. While having clear financial objectives is undoubtedly important, it's equally crucial to align your finances with your core values....
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Business Exit: Are You Being Pushed or Pulled?
We will all exit our business someday. The question we need to answer is, “Am I being pushed to exit or pulled into it?” The distinction between the two is entirely about you as the...
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Navigating Succession as a Small Business Owner
Every business will transition to new owners at some point. No matter where you are in the life cycle of your business, having a vision for your exit and how you plan to execute it...
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Ensuring Business Continuity: A Guide for Entrepreneurs
Entrepreneurs invest their lives in building and nurturing businesses, channeling passion and energy into their success. Amidst the hustle, one critical aspect often overlooked is business continuity planning. Addressing the uncomfortable question, "What happens if...
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The Pursuit of “Enough”: Escaping the Endless Financial Chase
In today's dynamic world, particularly for entrepreneurs, the pursuit of financial success often feels like an ongoing marathon with a perpetually shifting finish line. As we navigate the complexities of personal finance, the critical question...
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Tax Strategy Insights: Navigating Generational Wealth: Strategies for Closely Held Businesses
In the realm of closely held businesses, the transition of wealth across generations is a pivotal consideration, especially given the impending changes set by the Tax Cuts and Jobs Act (TCJA) at the end of...
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Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
Maximizing Tax Strategies for Business Owners As business owners, it is essential to skillfully navigate the intricate terrain of tax planning to optimize financial efficiency and minimize liabilities. Over the past few months, we've received...
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Planning for Tax Changes: 5 Key Considerations for Business Owners as the TCJA Expires
As we approach the expiration of key provisions of the Tax Cuts and Jobs Act (TCJA) in 2024 and 2025, business owners face a unique opportunity for strategic tax planning. The TCJA, enacted in 2017,...
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