by briesterer@thinkvisionary.com | Jan 3, 2024 | Business, Newsletter
If you operate your small business as a sole proprietorship, you may have thought about forming a limited liability company (LLC) to protect your assets. Or maybe you’re launching a new business and want to know the options for setting it up. Here are the basics...
by briesterer@thinkvisionary.com | Jan 2, 2024 | Individuals, Newsletter
Whether you’re in the process of making a retirement or estate plan or you intend to donate property to charity, you’ll need to know the value of your assets. For many hard-to-value items, such as closely held business interests, real estate, art and...
by briesterer@thinkvisionary.com | Dec 20, 2023 | Newsletter, Top Story Johnstown
Wessel & Company Named One of the Best Places to Work in Pennsylvania! Wessel & Company, with offices in six Pennsylvania locations including Johnstown and Cranberry Township, has been named once again as one of the Best Places to Work in PA. This recognition...
by briesterer@thinkvisionary.com | Dec 15, 2023 | Business, Fraud, Newsletter, Tax
Starting January 1, 2024, many companies will need to follow the Corporate Transparency Act (CTA), established under the National Defense Act in 2021. This Act requires these companies to reveal information about people who own or control them, known as Beneficial...
by briesterer@thinkvisionary.com | Dec 4, 2023 | Business, Newsletter, Tax
Your business can attract and retain employees by providing education benefits that enable team members to improve their skills and gain additional knowledge, all on a tax-advantaged basis. Here’s a closer look at some education benefits options. Educational...
by briesterer@thinkvisionary.com | Dec 4, 2023 | Individuals, Newsletter, Tax
Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they’re invested in, they limit your investment choices. For more flexibility in investment choices but also more risk, another option is a self-directed...
