Most Recent Resource Articles
Q3 2021 Market Review Slides
Click here to view the Q3 2021 Market Slides.
Proposed Tax Provisions in Budget Bill
Mid-September, Democrats and the House Ways and Means Committee released their proposed tax changes in the budget reconciliation bill known as the “Build America Back Better” act. This legislation will [...]
4 Ways to Prioritize Your Health Today—to Live a Richer Life Tomorrow
This guest post is by Kim Dorval, RD, LD, CEO of Nutrition in Motion, a national network of experienced Registered Dietitians (RDs). Nutrition in Motion is dedicated to changing lives [...]
How Do You Sell a Business? Follow this Timeline
This is a guest post by Matt Rudnick, Founder and CEO of Main Sheet, an M&A advisory firm for entrepreneurs of middle market companies looking to sell their business. We’ve [...]
Selling Your Business Soon? What You Need to Know About Due Diligence Now
This guest post is by Calvin Wilder, Founder and CEO at SmartBooks, a fractional finance team that offers a mix of CFO, bookkeeping, controller, payroll, and tax services to small [...]
How to Manage Sudden Wealth—Is Winning the Lottery Dangerous?
Have you ever dreamed of winning the lottery? What would you buy first? Who you would share your winnings with? It can be a lot of fun, even if your [...]