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Successful Succession Planning Starts Early

Watch this video on YouTube Building a successful small business is somewhat like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep. You foster it through various stages of growth, including some rocky...

The Risks of Being In Business With Family

Watch this video on YouTube Every now and then I get a call from a client wanting my opinion about starting a business with a friend, investing money in a business owned by a family member, or co-signing a loan to help a family member buy a business. Being in business...

Are Affordable Care Act Promises Coming True?

Watch this video on YouTube “I’m not sure what’s wrong or what kind of surgery you need, but we have to operate right now.” If you heard this from your doctor, you’d jump off the examination table and run for the door. Yet that’s...

Obama Proposes $3 Million Cap on IRAs

I listened to several of the Sunday talk shows and while there was criticism of the President saying the CA attorney general was good looking, there wasn’t a word about his unprecedented attack on IRAs in his new budget proposal, which was made public on Friday....

Packing Your Parachute for the Fiscal Cliff

Watch this video on YouTube Whether you’re pleased or disappointed with the outcome of the Presidential election, the question to ask now is, “What does this mean to me?” It’s an especially important question if you own a business or are...