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Recent Articles

Looking for a Business Loan? Be Prepared  

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.

New Law Makes Education-Savings Tools More Flexible  

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.

Sell the Family Business the Tax-Smart Way  

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.

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Andreas Alexandrou has delivered outstanding independent audit services to Counterpart over the last two years.

Joan Parker |  President & CEO
Counterpart International