Business Team Training Listening Meeting Concept
Uncategorized
April 10, 2017

Getting Your Money’s Worth Out of a Company Retreat

Company retreats can cost enormous amounts of time and money. Are they worth it? Sometimes. Large-scale get-togethers can involve considerable out-of-pocket costs. And if the retreat is poorly planned or executed, participants’ wasted time is…
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woman with hands on hips standing in front of a huge keyhole, city and sky seen through it. Black background. Back view.  Concept of finding the way
Uncategorized
April 7, 2017

Consider key person insurance as a succession plan safeguard

In business, and in life, among the most important ways to manage risk is through insurance. For certain types of companies — particularly start-ups and small businesses — one major threat is the sudden loss…
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Dollar symbol on one hand and percentage sign on another hand, with business concepts doodles background, concept of deal and profit.
Uncategorized
March 23, 2017

Offer plan loans? Be sure to set a reasonable interest rate

Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed by many IRS and Department of Labor (DOL) rules and regulations. So if your company…
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confident Multiracial businessteam talking in meeting
News
March 8, 2017

Listen and trust: The power of collaborative management

Many business owners are accustomed to running the whole show. But as your company grows, you’ll likely be better off sharing responsibility for major decisions. Whether you’ve recruited experienced managers or developed “home grown” talent,…
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Happy Mature Businessman And Businesswoman Looking At Computer
News
February 22, 2017

What can a valuation expert do for your succession plan?

Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell, dissolve or transfer the business to family members (or a nonfamily…
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Pile of documents on gray background. Graph and data on monitor display.
News
January 26, 2017

4 principles of competitive intelligence

We live and work in the information age. As such, the opportunity to gather knowledge about your company’s competitors and industry as a whole has never been better. This practice — commonly known as “competitive…
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Group of business colleagues in office, portrait
News
January 18, 2017

Succession Planning and Estate Planning Must Go Hand in Hand

As the saying goes, nothing lasts forever — and that goes for most companies. Then again, with the right succession plan in place, you can do your part to ensure your business continues down a…
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Two Dreidels
News
January 9, 2017

Considering a Spinoff? Think it Through.

In popular culture, the word “spinoff” usually refers to a television show whose main characters originated from an already established show. But the word applies to the business world, too. Here it describes a division…
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year-end-tax-planning-guide-2016
Tax
December 27, 2016

2016 Year End Tax Planning Guide

Will Tax Rates Drop in 2017? The maximum federal tax bracket for 2016 is 39.6%. This bracket is reached when taxable income exceeds $415,050 ($466,950 if married filing joint). In addition, capital gains are taxed…
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set-sail-in-the-global-marketplace
News
December 23, 2016

Technological advances and expansive supply chains make doing so easier than ever. But business owners who make this move impetuously may soon find themselves on stormy seas, taking on waves of debt and unanticipated expenses.…
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