As a high-net-worth individual, you’ve likely harnessed the expertise of a top-tier team of advisors who have deftly navigated the maze of wealth management for you. Your financial success story reflects the effectiveness of their advice and strategies.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals.
You can ensure your philanthropy aligns with your personal goals by using a tax-smart, donor-advised fund, one of the easiest tools for giving. Here’s how it works.
In this episode, we talk to Tommy Thompson, a veterinary industry veteran who has established several practices and veterinary real estate companies. He shares his insights on the complex process of exiting the business.
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
In the ever-evolving landscape of corporate governance, executives often find themselves navigating a complex web of regulations and expectations when it comes to selling their company stock.
Business leaders know that due diligence — that period of fact-finding and data-gathering — is crucial to making business decisions. But due diligence is also critical when considering a job offer, particularly if it comes with an executive title.
Small business owners want to be sure they’ve received top dollar for the business they’ve built, yet common misconceptions may be preventing them from getting it.
Taxes are one of the biggest expenses for many retirees, especially if their retirement savings are in pre-tax accounts such as a 401(k) or IRA. Converting these accounts to a Roth IRA could allow you to reduce your future taxes and provide more flexibility for how — and when — you access your money in retirement.
