Articles

Articles November 24, 2020 How Entrepreneurs Can Create Secure, Sustainable Companies

There are many steps involved in moving from an Entrepreneurial company to a Durable company. Here are some ideas to consider.

Articles November 24, 2020 Transitioning from a Team of Helpers to a Team of Leaders

Many entrepreneurs lament late in life that they have no one to pass the business to when they retire. The key is building internal leaders who share your vision and compliment your skills. In this article, we share ways to build this type of team.

Articles November 24, 2020 Leadership and Communication in a Time of Change and Uncertainty

We all know how challenging 2020 has been. We are pleased to share a few ideas about how engaged leaders can encourage equally engaged team members.

Articles November 24, 2020 Harnessing the Flame of Entrepreneurial Success

How can we keep the very best of our entrepreneurial spirit AND build a sustainable business for the future? In this article we share the tips and techniques for securing the best of both worlds.

Articles November 20, 2020 IRS Addresses Tax Treatment of PPP Loan Forgiveness

IRS Notice 2020-32 provided that expenses reimbursed by a forgiven Paycheck Protection Program (“PPP”) loan are non-deductible, raising questions about what to do if the forgiveness, in whole or in part, was not received by the end of the taxable yea…

Articles November 19, 2020 Should Your Family Office Be Concerned About Cybersecurity?

The first in a two-part series of articles focusing on cybersecurity threats to family offices and some of the steps to be taken to mitigate these threats.

Articles November 19, 2020 R&D Tax Credit Considerations in the Wake of New Legislation and COVID-19

The research and development (“R&D”) tax credit has been one of the largest tax benefits available to eligible taxpayers. This article will provide a brief summary of tax reform – especially the CARES Act – and the implications for R&D tax credits.

Articles November 18, 2020 2021 Personal Tax Guide: 2020 Year-End Tax Planning Tips

Steps you can take now to help you save income taxes for the current and future years, reduce eventual estate taxes, maximize the amount of funds you will have available for retirement, reduce the cost of financing your children’s education, and mana…

Articles November 12, 2020 Seeking Clues to the Performance of Real Estate Loans in Bank Portfolios

There’s a lot of stress in the system right now -- are bank CRE loan portfolios continuing to perform? This article takes an in-depth look at indicators that may be able to help us determine the answer to that question.