Good estate planning includes researching and developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. Our expert team helps individuals develop and implement trust and estate plans that enable them to achieve their financial goals. We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
While “under a blanket on a cold winter day” isn’t the worst place to work, it’s a good idea to regularly assess your remote working environment—especially if you don’t have a full home office setup—to decide if anything needs an adjustment or upgrade. Here are four important points to consider:
Blah. It’s February. The depths of winter. Gloomy days relieved only by the darkness of night. A month made for curling up under the blankets and staying in bed. Sound familiar?
If you think of LinkedIn as just a job-search site, you’re not alone. After all, it was the job listing component of the platform that turned into a highly lucrative source of revenue for the social media giant. However, it’s so much more than that.