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Category - Finance

calculator taxes

Smart Strategies: Year-end tax planning

With over 130 new tax provisions, the historic Tax Cuts and Jobs Act offers year-end tax planning opportunities for individuals and businesses.  It’s a perfect time to double-check whether any of these opportunities are a fit for your situation.

small business finance

Smart Strategies: Keys to small business financing

Financing your business can be an integral part of whether you grow. To many business owners, this can be very intimidating, as it is usually not an area of expertise. In 20-plus years career of putting loans together, I’ve seen many times what a business owner needs to do in preparation for a loan and […]

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