Photo: Gary Morrison, 60 years old, wants his Skokie, Ill., printing company to hit certain growth and sales goals before selling it. PHOTO: Taylor Glascock for Wall Street Journal By RUTH SIMON | Featured on WSJ An expected rush in sales of small firms by the baby boomer generation has yet to materialize Some baby boomers are […]
Article Featured on AICPA Many of us imagine a future in retirement when we leave the obligations and stresses of our work life behind; but few of us take the time to create a plan for what we will actually do when we retire and who will share that life with us. CPA financial planners […]
Original Article By LIZ MOYER | Featured on NYTimes | Mark Van Scyoc / Shutterstock.com The Securities and Exchange Commission on Friday released its first set of statistics on more than 2,600 private fund advisers as part of an effort to make it easier for investors to evaluate them. The data include information from regulatory […]
By Thomas A. Warnshuis, CPA, MSA, Grand Rapids, Mich. (former IRS revenue agent) | Article featured on Tax Advisor Editor: Howard Wagner, CPA | Image Credit: g0d4ather / Shutterstock.com At the end of an IRS audit many taxpayers are left to decide how to proceed, especially when faced with a proposed adjustment that they disagree […]
Article by Jeff Alworth | Featured on Willamette Week | Photos by Willamette Week Why Oregon is central to the most important beer trend of the last decade. Editor’s note: Last month, internationally known Portland beer writer Jeff Alworth released his magnum opus, The Beer Bible. It’s only a slight stretch to say the 720-page tome […]
Article by DANIEL ALLY | Featured on Entrepreneur.com As I was giving a speech in Washington, D.C., a well-dressed man approached me to ask a question. After our interesting discussion, he reached deeply into his pockets and pulled out a stack of cards, spilling them by the dozens as he searched to find his own. After fishing for […]
Article by Jodi Helmer | Featured on Entrepreneur Image credit: Tom Mckenzie Growing up in rural Michigan, Jesse Vollmar watched as technology transformed the world around him, while life on the farm remained labor-intensive and stuck in the past. “There was a widening gap between what was possible and what was actually being applied to agriculture,” he […]
Article by Jamie Hopkins | Featured on Forbes Retirement planning can be extremely difficult as individuals are tasked with planning for an uncertain time period. In many ways, retirement planning is like trying to shoot a moving target in the wind. Each and every year new legislation, court cases, and market conditions impact retirement planning. 2014 was […]
Article by Janet Forgrieve | Featured on SmartBlogs Descriptions including “craft”, “small batch,” “custom,” “limited edition” and “artisan/artisanal” are more likely to influence the purchasing decisions of millennials than they are to sway older consumers, according to a recent Harris Poll. Chefs and restaurateurs are finding ways to feed the trend — the Culinary Institute of America will […]
Article by Dan McCarthy | Featured on management.about.com A strategic plan is a document that establishes the direction of a company or work unit. It can be a single page or fill up a binder, depending on the size and complexity of the business and work. Most managers would benefit from having their own strategic plan. […]