Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion
Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
Month: May 2024
Gratitude
It’s a holiday today in my part of the world. We tend to use holidays as an opportunity to remember how fortunate we are and how grateful we ought to be. That’s great – let’s resolve to spend the next year remembering our good fortune and gratitude on a daily basis. See you next week.
Almost Nothing Is Permanent
“It is what we know already that often prevents us from learning.” – Claude Bernard Most of the successful leaders I know pride themselves on being lifelong learners. They like to talk about how they’re always seeking new knowledge, new ideas, new ways of doing things, and that being open to all that kind of … Read more
Who’s Steering This Ship?
“Once we choose hope, anything is possible.” – Christopher Reeve I try not to write blog posts about the same topic over and over, but as I write this today I’m still thinking about last week’s topic. Our attitudes and beliefs don’t just influence our happiness, or how we feel on a given day. They … Read more
Choose Your Own Adventure
“Your assumptions are your windows on the world. Scrub them off every once in a while, or the light won’t come in.” – Alan Alda I’ve been reminded a number of times over the past several weeks of the impact that our beliefs and attitudes have on our lives. That maybe sounds like a pretty … Read more
Protecting Your Business From Internal Fraud
Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we’ll provide you with four specific controls you can implement to help protect your business.
