FAMILY OFFICES AND THE CORPORATE TRANSPARENCY ACT

The Message Family offices, long a mainstay of privacy and secrecy in the world of family business activities, are now running headlong into governmental rules requiring disclosure of critical ownership…

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THE FAMILY OFFICE “MINDSET” SHIFT

The title may puzzle some readers. Why would a “mindset” shift” be required of a wealthy family to form an effective, sustainable, single-family office? Here is why! Newly formed single-family…

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WHEN TO HIRE A FRACTIONAL CFO

If your small business is growing (and especially if it is growing rapidly) or you are facing a financial challenge, a fractional CFO can be a valuable asset. These CFOs…

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NEW TAX TREATMENT FOR R&D EXPENSES IN 2022

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the income tax treatment of research and development (R&D) expenditures. Prior to the TCJA, businesses were allowed…

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WHEN TO OUTSOURCE YOUR ACCOUNTING

When I talk with business owners, a frequent complaint is lack of time to focus on the things they love to do to help their customers. Since that passion is…

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COVID AND ESTATE PLANNING

So many things have taken a backseat to Covid during the last year that I was surprised last week by one that has not – estate planning. A contact reached…

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The Operating Manual for Business

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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THE OPERATING MANUAL FOR BUSINESS

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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Succession Planning and the New Year

Reflecting upon the events of 2019, I feel one of the most troubling was an event that occurred as a large project was coming to an end. As the project…

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SUCCESSION PLANNING AND THE NEW YEAR

Reflecting upon the events of 2019, I feel one of the most troubling was an event that occurred as a large project was coming to an end. As the project…

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