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Library of blogs
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What to Know Before Investing in a Small Business
Investing in a small business can be a great way to diversify your assets and keep your money in your local community. This potential win-win investment can position the business for success and position you for a nice payoff. Before you invest in any business, though, you should first learn as much as possible about it by engaging in a rigorous due diligence process.
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Post-Election Tax Update: “Down the Road” is Here
This article provides a post-election update focused on estate tax rules and highlights the opportunity to avoid the $7.38 million (or higher) tax that may be headed your way.