Our guest blogger this week is Mary Marino, Partner at Clifton Larson Allen. Mary’s practice specializes in planning and compliance for closely-held businesses and their owners. Mary will also be our guest presenter at our upcoming Equinox Focus Event on January 25. There is a potentially lucrative tax credit that applies for the six year... View Article
Although it seems early, January is the start of tax season… Now’s the time to begin conversations with accountants about last year’s business activities and plans for the current year. It’s time to pull together documentation to support deductions and gather 1099s. Most of the work here is done with your accountant and CPA. From... View Article
Our guest blog post today comes from Kris Gray, Founder and Director of Business Financial Planning, and Jodi Giles, Director of Legacy Planning, at Integrity Financial Corporation. They share why the current lifetime gifting limits make now an ideal time to transfer ownership to the next generation in a company. Small and medium sized family... View Article
“‘In this world nothing can be said to be certain except death and taxes.” In considering Benjamin Franklin’s familiar words, can you say what would happen to your assets and your loved ones if you died unexpectedly? You might think you don’t need a will because you are young and healthy or perhaps you don’t... View Article
Last night, we held our third annual Thank You Celebration at the beautiful World Trade Center Seattle. About 50 of our clients and colleagues from Mill Creek to Kent and Bainbridge to Sammamish in industries ranging from retail to manufacturing to engineering to professional services fought the exceptionally heavy traffic (sorry, guys!) to celebrate a year... View Article
As we prepare for our annual Thank You Celebration, I would like to express my thanks to folks that really made a difference for me this year — I hope you all know who you are! 1. Our employees who have worked hard to not only serve our clients but also to build the infrastructure we need to... View Article
David Dallaire founded Fennec Consulting after a twenty year international career working with Fortune 500 companies. He advises clients who are looking to improve their customer’s experience.
Mike Pritchard is President of 5 Circles Research, providing full-service market research and also helping clients improve their own surveys. —————————– While there is plenty of evidence that customer satisfaction is linked to profitability (e.g. https://www.burke.com/Library/WhitePapers/B.WhitePaperVol5Iss3.pdf ) , some wonder if profits will decline by doing too much. One reason for these concerns is when... View Article
Our guest blog post comes from Tom Andrew of Northwest Business Advisory. Tom was a speaker at our Equinox Focus Event on September 28. ————— Consider the following scenario: You have built up a successful business from scratch. You have labored to establish a loyal customer base that can rely upon your product or service... View Article