Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that “successful business” can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only […]
Archives for August 2024
Making Estate Planning More Tax Efficient And Equitable For Beneficiaries By NOT Just Splitting The Assets Evenly
Traditionally, people tend to think of their estate as comprising one big ‘pot’ of assets, focusing on the sum of all the assets rather than on each individual asset itself. Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among […]
5 immediate red flags in an employee (when hiring new workers)
As a small business owner, you’re only as successful as the talent you bring on board. So when it comes time to expand your business and hire new team members, you want to make sure you get it right. Whether you’re just looking over someone’s resume or things have already progressed to the interview stage, […]