Family Loans and Gifts: Avoiding a Tax Headache
When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, [...]
Fantasyland Leadership
“I have been driven by curiosity rather than certainty, by the wish to understand rather than the desire to pass judgment.” – Ramachandra Guha Being a leader is difficult, and it’s especially [...]
Adjust On The Fly
“Never be so focused on what you’re looking for that you overlook the thing you actually find.” – Ann Patchett Last week in this space, the topic was vision. Creating a clear, compelling vision [...]
What Do You See?
“In the presence of greatness, pettiness disappears. In the absence of a great dream, pettiness prevails.” – Peter M. Senge What do you want your organization to be? When you ask leaders that [...]
Common Beneficiary Mistakes That Can Wreck Your Estate Plan
Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover [...]
Avoiding Common Mistakes in Transition Planning
Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
Get Moving
“Imperfect action stops incessant overthinking.” – Jake Thompson It seems like an oversimplification to say that many leaders suffer from paralysis of analysis, but just because it’s simple [...]