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 provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
“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 the past, we still need to be continually changing. I didn’t hear from anyone who disagreed; however, I did hear from … Read more
“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. The company President of 30+ years was retiring, and the board of directors was beginning the search for the next President. The company had … Read more
“‘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, environmental challenges, it seems like there’s no end to the obstacles we face. And that’s just the worldwide stuff. There are literally dozens of issues that … Read more
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 might help you and your business.
“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 ethic, success, etc. We say we want those kinds of things, and that those are the kinds of things you should … Read more
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