Succession Planning

Preparing a smoother transition. Provided by Christian H. DePaul, CFP, MS, CDFA   A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the … Read More

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms. Provided by Christian H. DePaul, CFP, MS, CDFA   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or … Read More

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.  Provided by Christian H. DePaul, CFP, MS, CDFA   If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is … Read More