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My Posts
Browse My Posts
- February 22, 2021
- 11:04 PM
Here’s a quick list of personal and financial actions to help set you up for a successful 2021. Share any…
- February 19, 2021
- 10:19 AM
Planning towards a smooth transition Eight steps for a business transition Provided by: Jeffrey L. Hogue, CFP®, CEPA Senior Vice…
- February 11, 2021
- 10:39 AM
Undoubtedly, 2020 was a difficult year for businesses due to the pandemic. Many sustained significant losses because of temporary closings…
- February 9, 2021
- 10:25 AM
2020 was an extraordinary and challenging year. In fact, a Stanford University study found that roughly 40 percent of the U.S. work…
- February 3, 2021
- 2:04 PM
Is it already February? The 2020 filing season is here and this year brings new challenges compared to other filing…
- February 2, 2021
- 12:13 PM
“You have most likely heard the phrase; what got you here, won’t get you to the future.” Strategic incentive planning…
- February 1, 2021
- 10:40 AM
When I was a young manager, I was panicked by the idea of giving feedback – until I was given…
- February 1, 2021
- 10:00 AM
“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your…
- February 1, 2021
- 9:20 AM
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in…
Why Wait? Get 2021 Started Right by Ending 2020 Strong
Here’s a quick list of personal and financial actions to help set you up for a successful 2021. Share any
Planning Toward a Smooth Transition: Eight Steps For a Business Transition
Planning towards a smooth transition Eight steps for a business transition Provided by: Jeffrey L. Hogue, CFP®, CEPA Senior Vice
Writing Off Business Losses from 2020 – How It’s Different Than Prior Years
Undoubtedly, 2020 was a difficult year for businesses due to the pandemic. Many sustained significant losses because of temporary closings
Home Office Deductions and the Coronavirus
2020 was an extraordinary and challenging year. In fact, a Stanford University study found that roughly 40 percent of the U.S. work
PPP Update #21 – PPP Tax Treatment for State & Local Taxes
Is it already February? The 2020 filing season is here and this year brings new challenges compared to other filing
Incentive Planning – Not Just a Numbers Game
“You have most likely heard the phrase; what got you here, won’t get you to the future.” Strategic incentive planning
FEEDBACK IS A GIFT… IF YOU KNOW HOW TO PACK IT
When I was a young manager, I was panicked by the idea of giving feedback – until I was given
WANT TO GROW YOUR COMPANY? START WITH WHO Home Business
“You are not competing directly against your competitors, you are competing to be unique in the marketplace.” What does your
Out with the Old, In with the New
Happy New Year! You might recognize the title of this month’s article which many of us use to ring in
Protecting Your Heirs from Taxes and Creditors After the SECURE Act
The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a
Adaptive Employees: Your Company’s Secret to Success
Adaptive employees are creative thinkers that generally respond better to stress and know how to respond in a crisis. But
Employee Retention Credit 2.0: Consolidated Appropriations Act, 2021
The recently passed legislation, the Consolidated Appropriations Act, 2021 (CAA), made changes to the Employee Retention Credit (ERC). This credit,