Business
-
⋅
4–5 minutesread
Closing the Gap Between Tax Strategy and Financial Planning for Business Owners
Most business owners already have professionals around them. They often have a CPA, a banker, legal…
-
⋅
4–6 minutesread
Case Study, Allen vs. Brenda
Same Business. Different Outcome. Why? Two business owners can operate in the same industry, generate similar…
-
⋅
4–6 minutesread
The Evolution of the American Small Business Owner (1980–2025)
The American small business owner has changed dramatically over the past 45 years — and understanding…
-
⋅
2–3 minutesread
Presenting at the Ohio Society of CPAs Strategic Finance and Accounting Conference
Recently, I had the opportunity to present three separate 25-minute sessions at the Ohio Society of…
-
⋅
4–7 minutesread
Building Wealth for Financial Independence: Why real estate ownership matters
Breaking-even as a renter, compared to owning, still means you have no asset at the end…
-
⋅
3–4 minutesread
Add Financial Advice to Aid Your New Year’s Resolution
Executable plans, decision making guidance, an accountability teammate, and your path to Financial Independence matter.
-
⋅
5–7 minutesread
Smart Business Strategies for Business Owners: Enhance employee satisfaction and lower your tax burden
For business owners, retaining and recruiting top talent while managing costs is a constant challenge. By…