When to Consider a Stock Redemption Agreement for Clients
By Marc BelletskyThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
July 10, 2023
What Makes the Independent Model Different? (Video)Running an independent financial business means advisors are CEOs, HR directors, and customer service reps all rolled into one. Here's what a typical…
June 12, 2023
15 People Who Can Supercharge Your Social NetworkThese people may not be wealthy, but knowing them can lead to introductions to people you want to meet.
April 11, 2023
Big CPA Group Calls on IRS to Ease S-Corp Stock Reporting IssuesThe IRS provided a pathway for S corp owners to fix certain stock issuance mistakes.
April 10, 2023
6 Social Media Do's and Don'ts for Financial ProsThese tips will help you optimize your activity, build relationships and bring your brand to life.
March 20, 2023
5 Tax Planning Strategies for Clients Who Own a Small BusinessHere are five strategies to share with your small-business clients that may help them lower their tax burden and keep more money in their pockets.
March 13, 2023
10 Simple Ways to Ask for BusinessBringing up business with friends or prospects doesn't have to be complicated or time-consuming.
March 09, 2023
Secure Act 2.0 Keeps Door Open for Higher Limits in Solo 401(k)sInterested business owners should act quickly and be advised about the value of these retirement savings accounts.