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        1. Small Business Opportunities To Boost Profits And Productivity
          Inventory ManagergettySmall and medium-sized companies have many challenges, which are opportunities for improvement. Time-tested improvements were shared recently by the founder and managing partner of Riverlake Partners, a private equity firm that owns smaller and medium-sized businesses. Erik Krieger noted three opp
        2. YOUR MONEY: Tax planning for businesses in the year ahead
          As I mentioned in an earlier article, the landmark passage of the Tax Cuts and Jobs Act (TCJA) in late 2017 brought the most significant changes to the tax landscape we have seen since 1986. Previously we discussed how individuals were impacted by the changes, but businesses could also have significant adjustments to m
        3. What employers and employees need to know about leave policies before reopening
          Employers could find themselves deep in litigation for refusing to let some employees stay home once coronavirus shelter-in-place orders are lifted. That was a key takeaway of a webinar conducted by legal and disability experts from MetLife. The presentation, hosted by the Disability Management Employer Coalition, expl
        4. Halfway To Holiday Shopping: 3 Ways Business Can Prepare Now
          Advance planning is key to running a successful business. Planning for the holiday season down the road can make all the difference
        5. Steps You Need to Take When Expanding Your Business Internationally
          The rise of globalization and technological advances have enables many small business owners expand their business internationally, which they could not even think about in the past. Now they can sell to people in any corner of the world by merely establishing website, listing their products and utilizing services of t
        6. The Employee Retention Credit: Small- And Medium-Sized Businesses And Tax Exempts Are Missing Out On Billions
          I’ve finally been able to travel and have had the opportunity to hear from CPA firms, small and medium business owners and tax-exempt organization managers around the country about their outlook for jobs and growth. Most of the news has been heartening as businesses and tax-exempts look to weather the economic storm ca
        7. Does Your Portfolio Fit Your Retirement Lifestyle?
          Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
        8. How to build an emergency fund when you live paycheck to paycheck
          We all know that we’re supposed to be have an emergency fund equal to at least three months’ worth of expenses. Unfortunately, many of us are not in
        9. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
          Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
        10. 6 Tips to Build Your Savings with Student Loans
          Are you one of the many people who make financial resolutions every New Year? If so, congratulations! Whether your goal is to pay off debt, increase