Selling Your Business and Its Customers
How “selling” your customers can help you sell your business When selling your business knowledge is key to achieving a successful transaction for all parties. For many business buyers, expanding…
Restricted Stock Units and Your Tax Bill
Awards of RSUs can provide tax deferral opportunity Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also be awarded…
The 529 savings plan: A tax-smart way to fund college expenses
Tax Savings with a 529 Plan If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, earnings avoid income taxes if used for…
The Brexit Shakes Global Markets
A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Dane A. Wilson, Wealth Management Advisor A wave of anxiety hit Wall Street Friday…
Student Loan Debt? Here is Some Help.
Relief begins October 2017 for Public and Not-for-Profit employees burdened with student loan debt Public and not-for-profit employees have an opportunity to have their student loans forgiven in October of…
Why flip real estate when you can exchange it?
Real Estate: Flip or Exchange? There’s no shortage of television shows addressing real estate these days. Many emphasize “flipping” properties when an adequate gain is reached. But, if you’re ready…
Stock volatility can cut tax on a Roth IRA
Tax Savings This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert…
June Tax Tips: Affordable Care Act
How many employees does your business have for Affordable Care Act purposes? It seems like a simple question: How many full-time workers does your business employ? But, when it comes…
Sustainable Tax Breaks Can Save You Green
Save on Taxes Save the Planet Many people want to do something, however small, to contribute to a healthier environment. There are many ways to do so and, for some…
Effective debt management for construction companies
Managing debt helps protect your construction business Times are good in Northeast Ohio right now for construction companies and contractors. However it wasn’t all that long ago the industry was…