End of the year is coming up, but before the party gets going, there are some financial planning strategies and tactics you may want to take advantage of so that your wealth-building plan starts 2023 in great shape. Reducing your taxes is always a…
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Beyond tax filings, How a good CPA can help business owners better manage profitability,operations, and risk reduction.
In this week’s Bridge Towards Wealth, we talk to Caleb Lendy, Partner at Bronswick Benjamin PC, and we’re going to discuss why and how a CPA firm, beyond the required tax return filings and financial statement work, can help young business owners better understand and…
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How to Ensure a Smooth Business Transition
Buy-Sell agreements: Ensuring Smooth Business Transitions Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? All business owners will leave their business. Whether planned, like a sale, or unplanned, like a death or…
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Why should you be benchmarking your business
Building and running a business requires many different skill sets. And business owners are a different breed. You’re often the head of sales, chief strategist, head of marketing, client service, and more. But when it comes to the long-term, stepping back from the day-to-day and…
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Bridge Towards Wealth with Dan Galos
We’re welcomed by Dan Galos, a Vice President at The Horton Group, and we’re talking all about risk management in a business today. With the current environment that we’re in, it’s a major concern across all types and sizes of business owners. Please feel free…
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Maximizing the Tax Advantages of Business Ownership
Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your strategy and tactics for long-term growth Late-stage revenue maximization for…
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Launching a Small Business? What to Consider
Are you one of the millions of people who are thinking of starting your own business? There were 4.3 million businesses that filed paperwork last year, so if you’ve always wanted to be independent, you’re in good company.1 Since we’re a small business, we often…
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Protecting Your Business Financially Against the Unexpected
As a business owner, you make many plans and even more decisions. Factoring in risks – and mitigating them – becomes second nature as you think about what can negatively impact you. You think about financials, marketing, growth, staffing; you name it, it can all…
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How to Have “The Talk” With Your Aging Parents
Whether it’s sudden or something that has built over time – there’s a moment in our lives when you realize that you need to care for the people that cared for you. Getting a plan in place to care for your parents means balancing your…
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Remaining Accountable
I’m revisiting my blog post from the beginning of the year, 5 goals for the new year. We passed the halfway point of 2022 and wow did it go by quickly. It is a great time for everyone to review their goals, and I wanted…
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