selling a business essential checklist

Congratulations! The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your advisors and other professionals, will dot the i’s and cross the t’s. So what should you expect before crossing the finish line? Be…

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Tax Planning

Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their…

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2020 year-end giving guide

Giving builds positive change in people. It can also help lower your tax bill. Giving creates positive change in people and communities. It sustains a multitude of worthwhile organizations. It launches innovative new programs and services. Plus, it makes us feel good and is a cause for celebration. At year-end, when family get-togethers and exchanging…

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  January not only marks the beginning of a new year (or sometimes even a whole new decade), but also starts a season of feverish paperwork gathering and appointment setting in preparation for the quickly approaching tax filing deadlines. Curious what the markets have been up to so far this year? Please feel welcome to…

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  If you’re like so many Americans, you’ve recently spent time filing taxes and taking a closer look at your finances than maybe you have in quite some time… So why not seize the opportunity to take a look at this Signature Wealth Strategies video that breaks down a Money Magazine list of Five Key…

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