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PREPARING YOUR BUSINESS VALUATION

Monday, June 26

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation. Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and objectives for 2023. So, now th...


Strategy: Tax-Loss Harvesting

Monday, June 26

If you were holding onto hope for Biden’s student debt relief package to shave off some of your student debt, looks like you’ll have to wait a little longer. SCOTUS still hasn’t reached a verdict. Though, they’re getting closer. And while getting some of your student debt reduced would be really ...


TO DECLARE OR NOT TO DECLARE (BANKRUPTCY)

Wednesday, June 21

Bankruptcy is complex and not a catch-all for just anyone, I’m pulling out a part two today focused on the benefits and drawbacks of choosing this path, as well as some alternatives you could consider. The benefits Let's talk about the silver lining. Drowning in debt as a small business owner is ...


KNOW YOUR BUSINESS'S WORTH

Wednesday, June 21

Although it’s a relatively new federal holiday, Juneteenth carries with it a weighty significance. In the official declaration via the Emancipation Proclamation, Abraham Lincoln wrote: “I do order and declare that all persons held as slaves within said designated States, and parts of States, are,...


BEING PREPARED--BUILDING YOUR EMERGENCY FUND

Wednesday, June 21

Seems like all we’ve dealt with the past few years, economically speaking, is a series of *emergencies*. Adjusting to this new normal, especially in terms of your checking account, and still maintaining a safety net for when unexpected costs arise, isn’t easy. Hard as it is, it is necessary, and ...


OTHER BUSINESS FINANCING OPTIONS

Monday, June 12

I’ve talked to you before about the ERC scams running rampant and how to steer clear of them, but there’s a recent update worth mentioning: They’re also partially responsible for the IRS’s delay in issuing ERC refunds — especially for small businesses. And funds like that could be exactly the kin...