Leveraging a Spousal Lifetime Access Trust
The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video [...]
Little + Little = Big
“The man who moves mountains begins by carrying away small stones.” – Confucius Last week in this space the topic was change and the idea that regardless of how successful things have been in [...]
No More of the Same
“All failure is failure to adapt; all success is successful adaptation.” – Max McKeown I recently had the opportunity to work with a 100+ year-old business that was thinking about leadership. [...]
What About You?
“‘I must do something’ will always solve more problems than ‘Something must be done’.” – Anonymous We live in a chaotic world. Between global pandemics, economic turmoil, racial issues, [...]
SBA Enhances the Economic Injury Disaster Loan Program
The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they [...]
What Do You Actually Want?
“If you really want to do something, you’ll find a way. If you don’t, you’ll find an excuse.” – Jim Rohn People are interesting creatures. We like to talk about things like excellence, work [...]