Categories for tax planning

What is CAPACITY?

by | January 18, 2011

Our guest blog post comes from Bert Holeton, Founder and President of The Mastermind Group, a network of master consultants with expertise and proven results in all areas of business.  Bert will lead our January 26 Equinox Focus program on “Evaluating Capacity in Your Organization.” ————————– Ask a businessperson about capacity, and you’re likely to... View Article

What is Business Owner Exit Planning?

by | August 19, 2010

Allan Vander Hamm is a principal and the Director of Business Valuation and Transition Services at Berntson Porter and Company in Bellevue, Washington.   Allan’s practice focuses on designing and implementing comprehensive owner succession and transition projects; completing successful Merger & Acquisition transactions; and providing business valuations for transition, transactions, buy-sell agreements, divorce and estate and gift... View Article

Year End Tax Planning

by | November 19, 2009

Our colleauges at Berntson Porter & Company have collaborated to provide some end-of-year tax planning tips. Thank you to Jennifer Raybon, David Berthon, and Darcy Kookier for sharing their knowledge! ——————- In order to achieve financial goals, comprehensive tax and financial statement planning is not just a good idea, it is a cornerstone of fiscal... View Article