by Charles Bobo | Mar 23, 2025 | Business Succession, Life Insurance
Do You have a Business Succession Plan? More than half of business owners have no plans for business succession if something unfortunate happens to them in the form of disability or death. Most are so busy building and managing, that they fail to plan for what cannot...
by Charles Bobo | Feb 21, 2025 | Business Succession, Legacy Preparation, Retirement Planning
How to Create a Succession Plan There are several key steps necessary to create a comprehensive small business succession plan, and several ways to go about creating your plan. Some business owners may choose to create their own succession plan, while others may wish...
by Charles Bobo | May 30, 2020 | Business Succession
Tax Accountants Not Staffed for Extensive Auditing Most business owners have a good relationship with their tax accountant, and survey after survey shows that accountants are about the most trusted advisor of business owners. However, due to the complexity of tax...
by Charles Bobo | May 11, 2020 | Business Succession
Employee tax credits are not understood by most business owners About 80% of business owners are unaware of how to leverage the use of employee tax credits, including R&D credits as well as worker opportunity credits. As a results, business owners are potentially...
