Financial Statement Reporting: Understand the Distinctions

Jun 7, 2018

When looking at the numbers and comparing borrowers’ financial performances, you need to ensure that the financial statements you’re examining are all complying with the same accounting standards. If not, you could risk making decisions b ...

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Implement a Bucket Plan to Help Reduce Market Impact on Retirement Funds

Jun 5, 2018

We have seen an increase in market volatility in early 2018. A steep pullback in stocks could be good news for working people who are building retirement funds, but those approaching or recently beginning retirement might be hurt. Historically, stock ...

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If Charitable Giving is Part of Your Plan, Consider a Donor-Advised Fund

Jun 4, 2018

Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal rewards from your generosity and may be able to claim a deduction on your tax return. But once you turn over the money or assets, ...

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FAQs about Valuing Customer Relationships

Jun 4, 2018

For many businesses, customer relationships represent a valuable intangible asset. But placing a monetary value on those relationships can be tricky. Here are answers to common questions about the considerations, techniques and challenges involved in ...

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How Cloud Accounting Reduces IT Overhead

Jun 4, 2018

Given its functionality and the conveniences it brings, IT should be a top investment priority even for small- and medium-sized businesses (SMBs). But before implementing anything, you must fully understand your company’s needs and processes. Other ...

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As Hurricane Season Begins, Florida Offers Sales Tax Holiday on Disaster Supplies

Jun 1, 2018

The Florida Department of Revenue has announced that The 2018 Disaster Preparedness Sales Tax Holiday has been passed by the Florida Legislature and signed into law by Governor Rick Scott. This year the sales tax holiday begins Friday, June 1, 2018 a ...

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Dealerships In Depth - With Norman Braman

Jun 1, 2018

For this installment of Dealerships in Depth, we spoke with Norman Braman, one of the nation’s most well-known auto dealers, owner of Braman Motorcars. It is virtually impossible to have spent any significant time in Florida and not know the na ...

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Use the Proper Tools to Fix a Broken Trust

May 29, 2018

An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves your purposes? Is it too late to change it? Depending on applicable state law, you may have options to fix a “broken” trust. How trusts break ...

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Lending to Formerly Bankrupt Entrepreneurs

May 28, 2018

Despite an entrepreneur’s best efforts to remain afloat, sometimes the only option available is to file for bankruptcy protection. Yet, many entrepreneurs who lost everything filed for bankruptcy and then roared back to achieve incredible success. ...

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Provide for Your Spouse, then Your Kids, with a QTIP Trust

May 25, 2018

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, there’s no guarantee your objective will be met. This may be a concern if your spouse has poor money management skills or if y ...

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