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Tax Strategies for Married, Divorced, and Under-18 Children

Are you thinking of getting married or divorced? If so, consider December 31, 2023, in your tax planning. Here are five strategies to consider as we come to the end of 2023.

Are You Looking Forward to Retirement?

Most will answer with a resounding YES! Planning a tax-efficient strategy to generate needed cash flow in retirement requires foresight and a long runway.

Professional Service Providers – How to Decide?

How do you begin to sort through the many professional service providers who are competing for your business? Here are a few thoughts.

Estate and Beneficiary Planning

Included within the scope of estate and beneficiary planning are several issues that extend beyond just whether or not you have a will.

Is Your Business Successful?

Would you be open to a collaborative trend analysis of your financial statements over the last few years?

Focus on the Future during Chaos

Much like an artist, if you can ignore the chaos around you, you can hone in on what is important and needs your attention. Paint your own picture.

How Much is it Worth?

It depends on what 'it' is. A professional valuator will understand your circumstances and use them to estimate a reasonable value for your business assets.

What is Your Exit Strategy?

Are you a business owner? Or do you advise business owners? If so, one issue that should be front and center is that of exit strategy.

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