Financial decisions can be difficult and may affect both current and future tax bills so having a team of professional advisors ready to help can be a great advantage. It is wise to make sure your advisors know each other and work well together to achieve the...
When you get into business with a partner, you also need to plan how to proceed when you, or your partner, want to get out of the business. It will happen one day. The buy-sell agreement will outline the circumstances under which an ownership transfer can be initiated...
Article borrowed from LJI Wealth Management’s newsletter – We hope this finds you well. Last month, we outlined several year-end tax moves that could make a difference when you file your 2014 taxes by April. Along with delivering this month’s LJI Newsletter,...
