14 Aug
August 14, 2019

As summer comes winding to an end, many families are preparing to send their children off to college. For a first year college student this is often a very exciting time in their life with the opportunity and freedom to live on their own for the first time. However, with great freedom comes great financial responsibility.

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26 Jun
June 26, 2019

One of the major aspects of a business sale is whether the business will be sold as an asset or as stock. An owner might be thinking, “Does it really matter as long as I get the highest sales price?” Well, as you’ll see below, there are plenty of circumstances that can make a lower sales price more attractive.

To highlight some of the key differences between an asset and stock sale, let’s review some important tax, business liability, and complexity considerations.

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04 Jun
June 04, 2019

Since childhood, many of us have set financial goals. Perhaps it was saving for our first bike or an ice cream treat, or simply enjoying our first taste of wealth as it accumulated in the piggy bank. Whether these actions were influenced by our parents attempting to teach responsibility or it turned out to be an innate personality trait, the process of establishing a goal and seeing the fruits of that accomplishment is as important as ever.

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