Strategic cash flow analysis
Review and collaborate on tax planning
Analyze debt refinance opportunities
Equipment or building expansion
Review partnership and business agreements
Adding associates or partners
Buying or selling practice
Key Man Insurance
Business Overhead Expense (BOE insurance)
Review and optimize retirement plan based on goals
Competitive benefits package planning including 401K plan
Cash balance plan design
As I compose this article, I am reminded that about a year ago, we all entered the beginning of the global pandemic now called COVID-19. ...
One of the most common questions we get from clients involves Roth IRA accounts. Everyone seems to have a general idea that Roth IRAs are ...