IRS clears the way for small business retirement plans - Multiple Employer Plan (MEP)

If you are a small business owner looking for an inexpensive way to add a traditional style 401(k) retirement plan, there is a way.  Read More 

The Toll of New Trade Tensions and Your Portfolio

It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? Although it remains to be seen how the events of this latest news cycle will play out, your evidence-based financial plan is built to anticipate and withstand market risk.  Read More 

Lack of Marketability Discount Requires Empirical Support

The discount for lack of marketability is an often-contested valuation adjustment that requires a particularly detailed process. When calculating any valuation adjustment, an appraiser obviously can't just pick a number out of a hat.   Read More 

Top Tax Tips for Small Businesses: Don’t Wait Until Year-End for Tax Planning!

Managing your taxes is one of the most stressful aspects of being a small business owner. Waiting until the last minute will only make the process worse and can often result in a larger tax bill in the long run. Reduce your stress by planning in advance and implementing top tax saving tips now.  Read More