WEBINAR: Profit $olved – The Changing Landscape of Small Business and How To Position Your Business for Massive Profits and Wealth

Five Takeaways:1. Simple, Proven, and HIGHLY effective system for managing cash. 2. One SIMPLE accounting change that literally changes everything 3. How to Leverage your current habits to become a cash machine 4. How to permanently eliminate wasteful spending 5. How to GUARANTEE you actually see AND feel your profitsICYMI - you can watch the webinar [...]

By |2020-06-10T18:01:35+00:00October 6th, 2017|Blog, Business Advisement, Knowledge Share|0 Comments

What is Fiduciary?

The following is the definition from www.dictionary.com:A person to whom property or power is entrusted for the benefit of another.Fiduciary is an interesting word in the financial planning arena. Many financial professionals throw the word around loosely and claim to be a fiduciary or have the client’s best interest at heart. I think actions speak [...]

By |2020-06-10T18:01:36+00:00April 30th, 2017|Blog, Business Advisement, Knowledge Share|0 Comments

A MESSAGE TO OUR CLIENTS :: 2017 HEALTHCARE

Finally, the health insurance rules that apply to small businesses make more sense and allow some benefits.Beginning January 1, 2017, you can install a new qualified small employer health reimbursement arrangement (QSEHRA) and start helping your employees pay for their health insurance and other medical costs, without worrying about the per-employee $100-a-day penalty ($36,500 per [...]

By |2020-06-10T18:01:36+00:00February 1st, 2017|Blog, Business Advisement|0 Comments
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