News & Resources


Two Levels of Appraisal Services: Calculations vs. Valuations

Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less...

Can You Swap Life Insurance for Long-Term Care Insurance?

Do you own a life insurance policy that's no longer essential to your financial goals? You may have purchased a policy long ago, when your children were infants or before their...
Man destroying the word tax with a hammer. vector illustration EPS10

4 Tax Breaks for Home Improvements

Are you contemplating some significant improvements to your home? Whether it's adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in...

Tax Consequences of Borrowing From a Retirement Plan

If your company has a qualified retirement plan or you have set one up in self-employment -- such as a 401(k), profit-sharing, or Keogh plan -- the participants might be allowed to borrow from their...

No Current Deductions Before Business Commences

Starting up a business and wondering about how tax deductions will be handled? The most important thing to understand is that most expenses incurred before a business begins functioning cannot be...


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