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Bridging the Gap

Between industry news and personal experience.

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Preparing for Retirement: How Business Owners Can Ease Retirement Fears and Concerns

As the pandemic has heightened everyone’s stress, we have found that many of our clients and other business owners have numerous fears and concerns around their retirement, and may not only be emotional, but potentially misinformed as well. Here are 4 tips for business owners and families to help reassure themselves and reaffirm their goals.

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COVID-19 Relief Bill – What Your Family and Your Business Need to Know

The US Senate and House of Representatives passed the $900 billion COVID-19 Relief Bill on December 21 and President Trump signed it into law on December 27. The bill provides several provisions for individuals and families, as well as several clarifications and updated provisions that are important for your business’s strategic planning – all of which we outline here.

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Year-end Tax Planning for Individuals

As we approach the end of the year, we want you to be aware of specific tax provisions that can help you lower your tax bill and keep more cash in your bank account. Below we have outlined the top four tax planning strategies we are discussing with our individual clients.

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