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Home Archives for Ned Conley, CPA, CVA, CEPA

Hands Off! 4 Asset-Protection Strategies

Posted on February 5, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

… [Read more...]

Filed Under: Business Management, Individual, Tax Tips

Remind soon-to-be retirees about RMDs

Posted on February 5, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Do you have employees in their late 60s? If so, are they aware of the required minimum distribution (RMD) obligations beginning at age 70½ for their individual IRAs and possibly their 401(k) plans? It’s important that they know what to expect when … [Read more...]

Filed Under: Business Management, Individual

Ensuring a peaceful succession with a buy-sell agreement

Posted on January 29, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

A buy-sell agreement is a critical component of succession planning for many businesses. It sets the terms and conditions under which an owner’s business interest can be sold to another owner (or owners) should an unexpected tragedy or turn of events … [Read more...]

Filed Under: Business Management

Don’t let “founder’s syndrome” impede your succession plan

Posted on January 22, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Are you the founder of your company? If so, congratulations — you’ve created something truly amazing! And it’s more than understandable that you’d want to protect your legacy: the company you created. But, as time goes on, it becomes increasingly … [Read more...]

Filed Under: Business Management, Business Performance

New tax law impacts retirement benefits

Posted on January 9, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

As you’re likely aware, Congress passed and the president signed into law a new tax bill in December. The technical name of the act is rather long and unwieldy, so it’s commonly referred to by an earlier and simpler title: the Tax Cuts and Jobs Act … [Read more...]

Filed Under: Tax Tips

7 steps to choosing a successor for your family business

Posted on January 9, 2018 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

There’s an old saying regarding family-owned businesses: “Shirtsleeves to shirtsleeves in three generations.” It means the first-generation owner started in shirtsleeves and built the company up from nothing but, by the third generation, the would-be … [Read more...]

Filed Under: Business Management, Business Performance

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