Articles

We offer several complimentary newsletters. Below are some examples of recently published articles, and the opportunity to subscribe to a newsletter (or two) that aligns with your interests.

Recent Articles

As the old saying goes, the easiest time to get a loan is when you don’t need one. When you do find yourself in the market for a business loan, you’ll most likely fare better if you know what lenders want to see and be ready with documentation. That also reduces the chance you’ll act too quickly and end up with unfavorable loan terms. Here’s some food for thought.

Getting an education for your children or grandchildren can be expensive. Fortunately, various tax-advantaged savings options can help lower out-of-pocket costs. Here’s an overview of two tax-smart savings tools — Section 529 plans and Coverdell Education Savings Accounts — as well as information about tax-favored ABLE accounts that help families pay for qualified disability expenses.

Let’s say you and the other family business co-owners are ready to cash out by selling the company. You obviously want to maximize the after-tax sales proceeds. Here are some considerations and important steps you can take to help achieve that goal.

View more