Blog Articles

Small Businesses Will Need to Report Under New Corporate Transparency Act
Beginning January 1, 2024, the Corporate Transparency Act will require small businesses to file an annual report on the majority owners of the business, and failing to file the report comes with real consequences. So what exactly does this mean for you and your business? Keep reading to learn more.

The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1
While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess. Read more…

5 Types of Insurance No Business Owner Should Go Without - Part 1
Insurance is a powerful tool that can provide you with peace of mind and safeguard the hard work you’ve put into your business. In this blog post, we'll explore five types of insurance that no business owner should go without. Read more…

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …

How to Love Your Business Again
One of the best-loved books for entrepreneurs is The E-Myth by Michael E. Gerber. In the book, he tells the story of a woman who always dreamed of owning a pie shop. She wanted nothing more than to spend her days doing what she loved and seeing her customers enjoy her pies. But once she opened he...

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