by Holly Cloutier | Nov 5, 2021 | Business Exit Planning
Focusing on Tax Minimization Many business owners operate their companies to minimize income taxes. However, this is not the best practice when it comes to maximizing business value. Minimizing taxes while preserving the true profitability of the company makes good...
by Holly Cloutier | Oct 18, 2021 | All, Financial Planning
While the economy is still expanding, the pace of the expansion growth slowed a bit in the third quarter. Many in the U.S. were expecting that summer would see a return to a somewhat more normal way of life – whatever that even means anymore. However, the more severe...
by Holly Cloutier | Sep 30, 2021 | All, Business Exit Planning, Financial Planning
Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely on you. Here are three things you...
by Holly Cloutier | Sep 30, 2021 | All, Financial Planning
Background: A client that had been recently widowed was both frustrated and emotionally drained because they had attempted to get in touch with the social security office multiple times and had no success making any changes or getting the information they needed. The...
by Holly Cloutier | Sep 27, 2021 | All, Financial Planning
Background: A client purchased a second property in a popular summer vacation area. They planned on doing a large renovation and wanted this property to stay in the family for generations to come. The Challenge: How to keep the property in the family for...
Recent Comments