News & Insights
Tax-Favored Ways to Build Up a College Fund
July 2nd, 2021
|
Business Tax Services |
Financial & Retirement Planning |
Tax
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]
READ MORE
Succession Planning Considerations for Telecom Leaders
June 17th, 2021
|
Consulting |
Succession Planning
Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set […]
READ MORE
Four Key Questions to Start Successful Succession Planning
June 17th, 2021
|
By Dave Nielsen |
Consulting |
Succession Planning
One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm, […]
READ MORE
Taking Control of Employee Transition
June 11th, 2021
|
By Bill Tucker |
Consulting |
Succession Planning
What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]
READ MORE
Three Key Questions to Start a Successful Cannabis Succession Plan
June 9th, 2021
|
Succession Planning
Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]