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We are pleased to announce that Dick Greco, an advisor with over 30 years of experience, has joined the TSG Wealth Management team. A few years ago, Managing Partner, Mark Schulten, and Dick met during the planning stages of becoming a Wells Fargo Advisors Financial Network...
An employee stock ownership plan (ESOP) is a type of retirement plan that enables employees to have an ownership interest in the company. An ESOP may be a particularly good option for small-business owners who don’t plan to pass the reins to family members when...
Some business owners don’t think about succession possibilities or when they might retire, because they love running their companies and don’t want to stop any time soon. But unfortunately, about half of retirees must stop working earlier than expected, often due to health problems or...
According to a 2018 report by the Better Business Bureau, an estimated 6% of small businesses fall victim to scams each year, suffering an average loss of $4,373. Unfortunately, scam activity directed at businesses seems to be growing and tends to involve greater losses than...
Despite some initial confusion and dismay when the 2017 tax law was first passed, the IRS has clarified tax deductions for meals and entertainment by confirming that businesses can continue to write off 50% of the cost of food and beverages provided to current or...
Whether you’re a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your journey to success is creating a business plan. A well-written business plan captures your vision, illustrates it for...
Merger and acquisition (M&A) activity in U.S.-targeted transactions surged to the highest level on record in the first half of 2018. There were 4,425 deals worth $1.06 trillion — a 74% increase in deal volume over the same period of 2017. There has also been...
The Trump administration has been using tariffs — or the threat of tariffs — in its efforts to reduce the trade deficit, address unfair trade practices, and push multinational businesses to move production back to the United States. In response, major trading partners including China,...
Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. It was initially designed for the peer-to-peer exchange of the virtual currency bitcoin. However, businesses and governments worldwide are now exploring blockchain technologies as they seek to improve...
The difference between personal and business tax rates is a factor that often influences a business owner’s choice of organizational structure. Thus, recent tax changes make it a good time to recalculate and evaluate your options. C corporations are taxed at the corporate tax rate, which...