October 27, 2020
2020 has been quite a ride. We started the year with an optimistic outlook for the economy, but everything changed in a matter of days. The sudden onset of the pandemic and its severe impact on the economy were jarring.View
October 26, 2020
The COVID-19 pandemic has caused massive disruption to businesses and the disruption varies across industries.View
October 8, 2020
2020 has been a challenging year for state budgets. Business closures and stay-at-home orders have caused substantial decreases in income tax and non-income tax revenues. Yet even before coronavirus caused nationwide disruption to the economy, many states were struggling financially.View
September 30, 2020
The acronym – “FACTS” – explains the five ways OKR’s can empower your employees.View
September 23, 2020
As private company owners deal with the succession and transfer of their businesses, we are seeing an increasing interest in using an employee stock ownership plan (ESOP) as a transfer strategy.View
September 22, 2020
The economic recession produced by the global COVID-19 pandemic has created hardship for many businesses and generally speaking has had a negative impact. However, this unfortunate situation has also presented unique estate planning opportunities.View
September 10, 2020
Many seemingly time-sensitive issues are in fact just the opposite. Prioritizing those issues distracts from dealing with high impact, high value activities, and perhaps more importantly, can do more harm than good. Here are four questions to ask to help decide whether it is time to take action.View
September 1, 2020
The global pandemic has had business owners rethinking their processes, procedures, and plans. While most owners are focused on day-to-day operational matters to weather this current economic environment, many are also strategizing and revisiting corporate documents to ensure they reflect the new reality.View
August 26, 2020
Planning for taxes ahead of a potential sale often takes place over several years.View
August 21, 2020
Over the past few months, we have seen family business owners take the opportunity to revisit their transition plans. For a variety of reasons, the timing of transitioning family wealth is optimal right now.View