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Stay prepared to sell your business

March 23, 2018

If you enjoy running your own business, selling it may be the furthest thing from your mind. But the reality is that eventually an opportunity to sell will come, whether due to your own life changes or a perfect buyer walking in the door. Planning, often years in advance of the sale date, is necessary to get the most value for the love, sweat and tears you’ve invested. Here are some tips to stay prepared.

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Keywords: business, selling

When an extension makes sense

March 23, 2018

While most people should file a tax return by April 17, you have the option of delaying your filing date until Oct. 15 with a tax extension.

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Keywords: extension

Great uses for your tax refund

March 23, 2018

Most Americans get a refund every year, with the average check weighing in at $2,895 last year. Even though it’s really money that they earned, many people are tempted to treat it like a windfall and splurge. If you can resist that temptation, here are some of the best ways to put your refund to good use.

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Keywords: refund

Tax breaks for 2017 tax return revived

March 5, 2018

In early February, Congress passed a federal budget bill that revived several expired tax breaks for the 2017 tax year.

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Keywords: mortgage, return, tuition

Why you may want to rethink your estate plan in 2018

March 5, 2018

The Tax Cuts and Jobs Act signed into law at the end of 2017 sets the estate tax exemption at $11.2 million per individual for 2018.

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Keywords: estate

February 2018 Market Insight

March 5, 2018

Return of the Correction and Inflation

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Keywords: market insight
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