Tag: strategic plan


Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped from 13% in 1968 to 32% in 2017, according to Pew Research Center’s most recent poll.

While estate planning for … Read More »

April 26th

Estate Planning Briefs. Comments Off on Estate planning for single parents requires special considerations


Prepare for the worst with a business turnaround strategy

Many businesses have a life cycle that, as life cycles tend to do, concludes with a period of decline and failure. Often, the demise of a company is driven by internal factors — such as weak financial oversight, lack of … Read More »

April 24th

Business Briefs. Comments Off on Prepare for the worst with a business turnaround strategy


Stretch your college student’s spending money with the dependent tax credit

If you’re the parent of a child who is age 17 to 23, and you pay all (or most) of his or her expenses, you may be surprised to learn you’re not eligible for the child tax credit. But there’s … Read More »

March 19th

Tax Planning, Uncategorized. Comments Off on Stretch your college student’s spending money with the dependent tax credit


Refine your strategic plan with SWOT

With the year underway, your business probably has a strategic plan in place for the months ahead. Or maybe you’ve created a general outline but haven’t quite put the finishing touches on it yet. In either case, there’s a time-tested … Read More »

January 30th

Business Briefs. Comments Off on Refine your strategic plan with SWOT


2018 Q2 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the second quarter of 2018. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to … Read More »


Find time for strategic planning

As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of day-to-day tasks and crises that never seem to end. It’s essential to your company’s survival, however, to find time for strategic … Read More »

December 27th

Business Briefs. No Comments


Make New Year’s resolutions to improve profitability

Many people scoff at New Year’s resolutions. It’s no mystery why — these self-directed promises to visit the gym regularly or read a book a month tend to quickly fade once the unavoidable busyness of life sets in.

But, for business … Read More »

December 13th

Business Briefs. No Comments


4 pillars of robust business growth

Many businesses start life small and simple. But with growth comes the need for a stronger company infrastructure and increased operational sophistication. As you pursue a more robust business, focus on these four pillars:

1. Organizational management

Implement a formalized system for … Read More »

August 10th

Business Briefs. Comments Off on 4 pillars of robust business growth


Cultivating your company’s strategic plan

Most companies start life as a business plan. Eventually, that plan should evolve into a formal strategic plan document that lays out key initiatives for the business over the next three to five years.

Unfortunately, even when said document is created, … Read More »

May 25th

Business Briefs. Comments Off on Cultivating your company’s strategic plan

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