Economics would tell us that, all things being equal, all things are equal. As long as there is a rational buyer and a rational seller, both working off the same information, then any free market will be a zero sum game.[...]

The Small Business Health Care Tax Credit is the only feature of the Patient Protection and Affordable Care Act (also known as the Affordable Care Act or PPACA) that takes effect for the 2010 tax year. It is available to[...]

This article does not claim to touch on all of the ways taxes can be reduced. Its purpose, rather, is to introduce tax saving concepts so that the financial advisor can work knowledgeably with their clients and their oth[...]

In last month’s issue we began our discussion on family business succession. Our family business owner clients have a large part of their net worth tied up in their businesses. Providing them with solutions (or referra[...]

Small businesses face challenges and pitfalls when it is time to either sell or change management. When family members are involved, the problems are compounded exponentially. First, if management is to stay in the fa[...]

In our financial planning and wealth management practices, we are often faced with the unique challenges brought to us by our small business owner clients. Typically, 80% or more of their net worth is represented by her [...]

This article is homage to the most popular original “Star Trek” episode: “The Trouble with Tribbles.” For those who are non-trekkies, don’t let the theme dissuade you. And for those of you who bleed green, eat [...]

I work in a multi-planner office with support staff, broadband internet access, a server, and modern phone system. Your mileage may vary. Some form of broadband internet access at home is essential, along with a wireless[...]

Web 2.0 applies broadly to all of the popular new blogging, bookmarking, communicating, linking, and sharing sites that has developed since 2004. Many people tend to associate them with teens who get into trouble by post[...]