Third Quarter Economic and Market Update
Jul 10, 2024
Dan Reiter, CFP®, CPA The economic results in the second quarter have included a whipsaw of mixed signals between caution and confidence. One cause
Recent Blogs
Archive
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
November 2023 Conference Call with Economist Marci Rossell, Ph.D.
Dec 5, 2023
Once again, Marci engaged our clients with a lively discussion of the economy. If you were unable to join us, here are a few highlights. At the
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