Strategic planning for businesses must incorporate innovation

When a company’s leadership team meets to discuss strategic planning, they might feel pressured to play it safe. Relying on existing strengths and opting for gradual, measured growth are commonly seen as cautious paths to success. But substantial growth — and, in some industries, just staying competitive — calls for innovation. That’s why, as your […]

Do you know how Series EE savings bonds are taxed?

Perhaps you purchased some Series EE bonds many years ago and put them in a file cabinet or safe deposit box. Or maybe you bought them electronically and don’t think about them often. You may wonder: How is the interest you earn on EE bonds taxed? And if they reach final maturity, what steps do […]

Thinking about closing your business? Ensure you’re fully aware of the tax responsibilities that come with the process

Although there have been improvements in various sectors of the economy over the past year, challenges like the rising cost of living continue to force some businesses to shut down. If you’re facing the possibility of closing your business, we can assist with navigating the complex tax implications involved. To start with, a business needs […]

Sales velocity: What every businesses should know

It is not easy to own and operate a business. You wait for strategies to play out. You wait for materials, supplies or equipment to arrive. You wait for key positions to be filled. But, when it comes to sales, how patient should you be? A widely used metric called “sales velocity” can help you […]

Getting divorced? Here are six tax issues to consider

There are a number of difficulties presented with a divorce, and taxes are probably the farthest thing from your mind. However, several tax concerns may need to be addressed to ensure that taxes are kept to a minimum and that important tax-related decisions are properly made. Here are six issues to be aware of if […]

Do I need a buy-sell agreement?

If you are considering buying a business that will have one or more co-owners or if you currently own one fitting that description, you may need to consider installing a buy-sell agreement. A well-drafted agreement can do these valuable things: Transform your business ownership interest into a more liquid asset, Prevent unwanted ownership changes, and […]

Key Areas of Focus for Companies Seeking Cost Control

Effective cost control is essential for every business, but the strategies and priorities can evolve based on economic conditions and operational challenges. In this article, we delve into practical strategies and metrics that businesses can leverage to effectively control costs and achieve long-term growth. A recent report from the Boston Consulting Group highlighted the ongoing […]

Considering Estate Planning? Remember the Impact of Income Taxes

With the current federal estate tax exemption soaring to $13.61 million in 2024, many individuals may feel reassured that their estates will escape estate taxes altogether. This significant increase has shifted the focus of estate planning discussions towards income tax considerations for heirs. While estate tax concerns may seem less pressing, it’s crucial to recognize […]

Understanding the Tax Implications of Selling Business Assets

Understanding the tax implications when selling property used in your trade or business is crucial for navigating the complexities of tax law. No matter what you’re considering selling, the rules governing these transactions are multifaceted and can significantly impact your tax liability. In this discussion, for simplicities sake, we’ll assume that the property you want […]

Is a 412(e)(3) retirement plan a good fit for your business?

When companies reach the point where they are ready to sponsor a qualified retirement plan, the first one that may come to mind is the 401(k). But there are other, less commonly used options that could suit the distinctive needs of some business owners. Case in point: the 412(e)(3) plan. Nuts and bolts Unlike 401(k)s, […]