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Dan Reiter CFP® CPA

Recent Blogs

Donor Advised Fund vs. Private Foundation: Choosing the Right Path for Your Philanthropy

Jun 11, 2024

Dan Reiter, CFP®, CPA When it comes to charitable giving, both donor advised funds (DAFs) and private foundations offer attractive options for those

Maximize Your Impact: Strategic Giving Strategies for the Discerning Donor

Jun 11, 2024

Dan Reiter, CFP®, CPA For many, charitable giving is a cornerstone of a fulfilling life. It allows us to support causes we deeply care about,

Highlights from Marci Rossell's Economic Commentary

Jun 4, 2024

May 23, 2024 Dan Reiter, CFP®, CPA “The causality typically does not go from the economy being affected by the election but instead the economy

Three Current Investment Trends and Potential Mistakes to Avoid

Apr 25, 2024

Dan Reiter, CFP®, CPA The investment landscape is a dynamic beast, constantly presenting new trends and opportunities. While it's natural to want to

Reducing Taxes Via Exit Planning

Dec 15, 2023

Yeah, Iʼm the taxman. And youʼre working for no one but me. -George Harrison Selling your business comes with major tax implications. You likely

3 Things That Can Build Future Business Value

Dec 15, 2023

To build business value, many owners start by installing three important Value Drivers. Building business value is a core reason you wake up and run

Taking Care of Your Business Family

Dec 15, 2023

Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they arenʼt ready to. This

Preparing for a Successful Third- Party Sale

Sep 20, 2023

Many business owners choose to sell their businesses to third parties for several reasons. If you're thinking about pursuing a third-party sale as

Thinking of Selling Your Business to an Employee?

Sep 20, 2023

Whether it’s because you want to keep the business “in the family” or because you suspect you will not be able to find a good buyer for your

Getting the Value You Deserve for Your Business

Sep 20, 2023

Business owners deserve to get full value for their businesses when they decide to retire. But who determines what "full value" is, and how do you

4 Reasons Why Planning for a Successful Future Isn’t DIY

Jul 20, 2023

At their core, successful business owners like you are builders. Whether you founded your business, or purchased one and took it to new heights,

Controlling the Uncontrollable Parts of Ownership

Jul 20, 2023

A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates the business, without a plan.

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Dan Reiter CFP® CPA

Recent Blogs

Donor Advised Fund vs. Private Foundation: Choosing the Right Path for Your Philanthropy

Maximize Your Impact: Strategic Giving Strategies for the Discerning Donor

Highlights from Marci Rossell's Economic Commentary

Three Current Investment Trends and Potential Mistakes to Avoid

Reducing Taxes Via Exit Planning

3 Things That Can Build Future Business Value

Taking Care of Your Business Family

Preparing for a Successful Third- Party Sale

Thinking of Selling Your Business to an Employee?

Getting the Value You Deserve for Your Business

4 Reasons Why Planning for a Successful Future Isn’t DIY

Controlling the Uncontrollable Parts of Ownership

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