Categories for family business

BASICS OF THE SEATTLE SICK LEAVE ORDINANCE

by | February 6, 2012

The Seattle Paid Sick Time and Paid Safe Time Ordinance goes into effect on September 1, 2012.  The Ordinance will require that employers with more than 4 full time equivalent employees provide to employees who work in Seattle specified amounts of accrued, job-protected paid time off for personal illness, family care and other purposes. Every... View Article

TAX UPDATE: WRAP UP

by | January 30, 2012

Our Equinox Focus Event last week “Tax Update: What You Need to Know for 2012 (and 2011, too)!”  was quite a success with raves from our participants.   I wanted to share some of my key takeaways from the program. –  Pre-Opening Costs.  For folks starting or launching a business, certain pre-opening costs are tax deductible.  In... View Article

Tax Update: Small Employer Health Care Credit

by | January 10, 2012

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

Some Legal Matters in Tax…

by | January 4, 2012

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

Bring in the Next Generation

by | December 13, 2011

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

Building Customer Loyalty From Within

by | October 4, 2011

What drives customer loyalty? Customers are loyal to businesses when their expectations are met time and time again. In my opinion, the execution doesn’t even need to be exceptional – it just needs to consistently deliver on the promises made. The biggest challenge faced by business owners is how to deliver consistently every time. A... View Article

It only matters when it matters…

by | September 29, 2011

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

Thinking About Succession Planning Now

by | September 6, 2011

The term “succession planning” most commonly describes a company’s planning for its future. The issues typically discussed revolve around who will take over the company’s ownership and management upon the retirement of the current owners or partners. These are critical planning elements for any company but succession planning must also address the unexpected events that... View Article

Feeling overwhelmed? Need to reduce risks… have too many big issues in front of you?…. Do something! You’ll feel better

by | July 12, 2011

Today’s guest blog comes from Dave Shapiro, a group leader at Excell CEO.  Dave mentors CEOs and business owners throughout the Puget Sound and West Coast to help them gain clarity about what is holding their company back and what will propel it to even greater heights. —————————————— One of the toughest issues to face is uncertainty…... View Article