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Blog Posts in 2021

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  • Turn Customer Complaints Into Value-Building Opportunities
    Turn Customer Complaints Into Value-Building Opportunities

    Have your customers been complaining about such issues as service disruptions, back-ordered products, unreturned phone calls, curtailed business hours and unexpected price increases? For many ...

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  • How to Make the Most of the Annual Gift Tax Exclusion
    How to Make the Most of the Annual Gift Tax Exclusion

    The holidays often inspire a spirit of generosity. So, at year end, many people decide to give money or assets to their loved ones. Over time, lifetime gifts can also be an effective way for wealthy ...

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  • Buying Versus Leasing a Car
    Buying Versus Leasing a Car

    Some people approach buying a car almost the way they approach marriage, "until death do us part." Others prefer to keep their options open, trading in every few years for the latest body style, the ...

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  • What is the Value of Your Business?
    What is the Value of Your Business?

    I n the third quarter of 2017, more than 2,500 small businesses were sold. The median sale price was $225,000, up from $200,000 the year before. 1 As a business owner, ascertaining the value of your ...

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  • Prepare Your Family With a Thoughtful Letter
    Prepare Your Family With a Thoughtful Letter

    As part of your estate planning, it's a good idea to have a non-binding letter to your spouse, children and other heirs outlining where the important documents are kept and who to contact for help in ...

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  • 20 FAQs About RMDs
    20 FAQs About RMDs

    After a one-year hiatus due to the COVID-19 pandemic, owners of qualified retirement plans and IRAs must adhere to the rules for required minimum distributions (RMDs). The RMD rules are tricky and ...

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