Understanding Business Cycles In the realm of economics, the concept of business cycles is both intriguing and crucial. It’s a […]
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Incentive Stock Options
Incentive Stock Options (ISOs) are a type of stock option a company grants its employees as compensation. ISOs have specific […]
Making A Charitable Gift
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to […]
7 Common Bookkeeping Mistakes (and How to Avoid Them)
As any small business owner will tell you, running a small business is no small feat. Between juggling sales, customer […]
How to Align Your Tax Strategy with Annual Planning
Having a well-thought-out tax strategy for your business is an important step to take in order to make the most […]
Tax Planning for Corporations: Do’s and Don’ts
Proper tax planning for corporations is necessary to ensure the continued financial success of your business. A strong tax plan […]
Creating and Tracking Financial Goals for Business
Setting financial goals for businesses can be a daunting task. However, the benefits of outlining and adhering to financial goals […]
Business Planning: How to Connect Your Data to Goals
Data tells the story of your business, and goals give your business a benchmark to strive for. To get the […]
Is Your Tax Plan Proactive or Reactive?
While most people understand the importance of tax planning, many don’t know the difference between a proactive and reactive approach. […]
How to Approach Wealth Management for Business Owners
Wealth management generally includes comprehensive investment management alongside financial advice, tax guidance, estate planning, and even legal assistance. It is […]