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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 … [Continue reading]

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 … [Continue reading]

Filed Under: Business Management, Business Performance

Build a solid frame for your performance management system

Posted on December 28, 2017 Written by Jeff Conley Leave a Comment

Most organizations reach a point where they could substantially benefit from formalizing their performance management system. Doing so typically isn’t easy, of course. Many employers prop up an old system involving an employee manual, perhaps various … [Continue reading]

Filed Under: Business Management, Business Performance

How profitable are your customers?

Posted on December 28, 2017 Written by Jeff Conley Leave a Comment

“We love our customers!” Every business owner says it. But all customers aren’t created equal, and it’s in your strategic interest to know which customers are really strengthening your bottom line and by how much. Sorting out the data If your … [Continue reading]

Filed Under: Business Performance

2017 – 12/14 – Last-Minute Holiday Gift Ideas For Grandparents

Posted on December 18, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

… [Continue reading]

Filed Under: Individual, Tax Tips

Make New Year’s resolutions to improve profitability

Posted on December 18, 2017 Written by Jeff Conley Leave a Comment

Many people scoff at New Year’s resolutions. It’s no mystery why — these self-directed promises to visit the gym regularly or read a book a month tend to quickly fade once the unavoidable busyness of life sets in. But, for business owners, the … [Continue reading]

Filed Under: Business Management, Business Performance

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