Planning for the proper passing and protection of assets is critical for any business owner or investor. We will help you analyze your current estate situation and assist in developing a plan to pass your assets to those you care about. We will work directly with your attorney, trustee and investment advisors to facilitate a speedy resolution to the estate, and make certain that the transfer of your business and other assets to your beneficiaries is orderly and at the lowest tax rates possible. The current laws that impact Estates and Trusts are complex and are subject to change. We will work hard to make the planning and administration processes as simple as possible for you and your family.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
October marks Women’s Small Business Month, and we are happy and proud to recognize women in business both locally and around the world. Successful business women of the past and present continue to forge new paths for female entrepreneurs. We celebrate all those who are breaking the glass ceiling and serving as role models and mentors to women everywhere.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.