Benefits of a S Election

We talk with Alex Burkhart who is an entrepreneur, marketer and innovator. We discuss the businesses Alex has started and…

Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t…

Growing your business across every measure is the priority for business owners, no matter their stage.  Just starting out and…

Inflation has been making every area of our lives more expensive as the costs of the goods and services we…

Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations…

With record-setting and inflation and a red-hot labor market that turned hiring to support your business into a competitive sport,…

  We discuss: 4 key topics to consider before the end of the year for business owners ways to add…

Most workers participating in a 401(k) plan attempt to salt away as much of their income as possible into the…

August Newsletter With summer nearing a close and kids going back to school it is time for a change in…

Check out this episode of the financial incline where I am thrilled to be joined by Yvan Demosthenes. Yvan is…

Looking for ways to reduce your taxes and save more money towards your goals? View the Year End checklist to…

February Newsletter This month we hosted a Webinar and released 2 new podcast episodes. We also provided a lot of…

Check out this episode of The Financial Incline where I talk with Griffin Hurd. Griffin is a CPA and partner…

Check out the new episode of ‘The Financial Incline’ to hear my conversation with Aaron Monk. Aaron is a partner…