Advisory Articles

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Family Business Succession Tips

July 23rd, 2021

This article discusses the sad reality of how fewer than 1/3 of family businesses are successively handed down to the second generation. However, utilizing the tips outlined in this article such as…

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Getting the Most From Selling Your Business

July 16th, 2021

This article discusses how there are many factors at play when a business gets bought or sold. Specifically, topics such as reoccurring revenue, why someone sells, buyers' interests, evaluation…

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Restricted Stock & RSUs: 3 Planning Tips

July 16th, 2021

Equity compensation is becoming more mainstream and is not just for executives anymore. Grants of restricted stock or restricted stock units (RSUs) are getting to be more common than stock options –

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Which Meals Qualify for the Temporary 100% Expense Reduction?

July 9th, 2021

This article discusses how the IRS released guidance explaining deductions on food and beverage within a restaurant. There was a temporary 100% deduction which was "designed to help restaurants, many…

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