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April 1, 2013

Mergers & Acquisition FAQ – April 2013

Q: In 2014, the new healthcare mandate will begin.  How will this affect my business? A: This is not a one size fits all answer.   Some employers will be unaffected, while others will see substantial changes.  Generally, those with over…

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March 1, 2013

Disaster Planning in the Coming Year

Introduction The fact of the matter is that, businesses in this country and all over the world face a gauntlet of peril. From rising fuel prices, rising commodity prices, clients filing bankruptcy on their payables and clients not paying to…

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March 1, 2013

Mergers & Acquisition FAQ – March 2013

Q: My father just passed away.  Will I have to pay estate taxes on the value of the estate? A: Generally, the heir does not pay the estate tax.  If there is an estate tax due, the estate is responsible for…

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March 1, 2013

Mixing Apples and Oranges in the Sale of a Business

Most everyone has heard that the three most important factors in determining the value of real estate are Location, Location, and Location.  It is equally true that the three most important factors in valuing an ongoing business are Cash Flow,…

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February 1, 2013

A Quick Guide to Retirement Plan Limits in 2013

Introduction How much do you want to put into your retirement account this year?  With the arrival of the new tax year, retirement account contribution limits change.  Depending on your retirement account, you may be able to contribute $5500, or…

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February 1, 2013

Mergers & Acquisition FAQ – February 2013

Q: Is it possible to have Roth and traditional IRAs as part of a comprehensive plan? A: Yes.  Individuals can have an assortment of Roth IRAs, traditional, and even employer retirement plans as their overall retirement plans.  However, when funding…

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