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VOLUME 3 ISSUE 7 - July 2010


Planning for the inevitable - Tax savings opportunities for 2010


Unlike most years, individual tax planning for 2010 requires a substantial change in the conventional wisdom typically applied.   (more).





Succession Planning - drive growth with a financial dashboard


The continued story of Jim, a co-owner of JS Widget Company, and his latest challenge - finding the right leader to take the company reigns after his retirement.  (more).




June 2010
What can we expect next?


In our daily travels as CPA’s, we visit with many clients each week. The topics and questions raised are frequently the same. What do you see out there? Is the economy picking up yet? Will the recovery hold?  (more).





June 2010
Succession Planning - Take a SWOT at your business


The continued story of Jim, a co-owner of JS Widget Company, and his latest challenge - finding the right leader to take the company reigns after his retirement.  (more).




May 2010
Sorting out health care reform.


With the recent passage of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010 (collectively, "the Act"), a multitude of timetables, opinions and advisory notices have been published by countless organizations.   (more).




May 2010
Health care reform offers Biotech Tax Credit Opportunity


$1 billion is available to qualifying companies from this program.  (more).




April 2010

Big bang for little buck with business process improvement exercises.

Good business owners and leaders recognize the importance of finding efficiencies for their business regardless of the economic environment. Unfortunately, some business owners are still focusing strictly on reducing costs and ways to increase prices.   (more).





March 2010
Succession Planning - Who's really running the store?


The continued story of Jim, a co-owner of JS Widget Company, and his latest challenge - finding the right leader to take the company reigns after his retirement.  (more).




February 2010

Succession Planning - Where do I begin?

The continued story of Jim, a co-owner of JS Widget Company, and his quest for a succession plan that fulfills his ultimate business and personal goals.  (more).


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