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Working With an M&A Professional to Sell Your Business

Apr 28, 2022 | Webinars

[vc_row][vc_column][vc_column_text]This virtual panel-driven session will help any owner thinking about exiting or transitioning a business. Our panel includes specialists in investment banking, business brokerage, tax, and valuation. The event is for leaders considering the next steps, or it can be used as a resource for younger professionals to learn more about the topic.[/vc_column_text][vc_video link=”https://vimeo.com/704293135/f989bdad84″][/vc_column][/vc_row]

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-death (POD) accounts can be a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit, and even brokerage accounts. Setting up such an account is as easy as...

Tax records: What can you toss and what should you keep?

Tax records: What can you toss and what should you keep?

Generally, the IRS has three years to audit a tax return, from the later of the due date of the return or the date you file. You can also file an amended return within this time frame if you overlooked something. Here’s what you need to know about keeping financial...