You May Choose Failure
“It is not necessary to change. Survival is not mandatory.” – W. Edwards Deming For the past couple of weeks in this space, the ...
Leveraging a Spousal Lifetime Access Trust
The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
Little + Little = Big
“The man who moves mountains begins by carrying away small stones.” – Confucius Last week in this space the topic was change and the ...
No More of the Same
“All failure is failure to adapt; all success is successful adaptation.” – Max McKeown I recently had the opportunity to work with a 100+ ...
What About You?
“‘I must do something’ will always solve more problems than ‘Something must be done’.” – Anonymous We live in a chaotic world. Between global ...
SBA Enhances the Economic Injury Disaster Loan Program
The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we’ll quickly cover the changes and how they might help you and your business.
What Do You Actually Want?
“If you really want to do something, you’ll find a way. If you don’t, you’ll find an excuse.” – Jim Rohn People are interesting ...
Make A Choice
“There comes a moment when you have to stop revving up the car and shove it into gear.” – David Mahoney I recently was ...
House Ways and Means Committee Proposed Tax Changes
The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.
Good and Bad
“Here is the world. Beautiful and terrible things will happen. Don’t be afraid.” – Frederick Buechner Last week in this space we talked about ...
