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
We keep hearing about the “new normal” and that the business environment has changed and we must change with it. It’s still not clear what this “new normal” looks like; but we’re all working toward getting back to business. In doing so, we are looking at how to communicate our value to customers and get... View Article
Administrative Agencies are government bodies that are empowered to direct and supervise the implementation of particular laws. These agencies are often appointed by governmental authority such as the President of the United States, Congress, or a state constitution or legislature; but an agency does not necessarily report to the government. Certain agencies, such as the... View Article