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As a business owner, a big part of your success relies on you remaining physically and cognitively healthy. Your company probably runs most effectively when you’re actively involved. In addition to exercising, eating right and…
In early 2015, David Tepper packed his bags. The renowned owner and founder of the hedge fund Appaloosa Management left New Jersey for Florida’s warmer and more-tax-friendly climate. He took a good number of his…
New Jersey lawmakers surprised everyone in late 2016 when, as part of the state gas-tax bill, they also agreed to phase out and repeal New Jersey’s onerous estate tax. The abolishment of this New Jersey…
New Jersey Tax Reform Will Affect Retirees and Business Owners Recent Legislation passed and signed into law the most significant NJ tax changes in over a decade. Most importantly, it begins to change our state’s…
Selling your business can be a process filled with a lot of frustrating stops and starts. You may think you’re ready to sell, then find you aren’t as prepared to move on as you thought.…
In past blogs, we’ve talked about some of the psychological barriers that can interrupt your efforts to sell your business. Being a self-aware seller is important because it can improve the odds that your sales…
Maybe you’re getting itchy to do something new and more intellectually stimulating. Or perhaps you’re approaching retirement age and are ready to pass on your company’s reins to the next generation. It’s time to consider…
In 2012, a new law (the Jumpstart Our Business Startups, or JOBS Act) made it possible for companies to ask family, friends and the general public--rather than just accredited investors--to help finance their businesses. A…
As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients look…
You’ve spent decades of sweat equity building your family business from scratch into a thriving, profitable entity. Your eventual plan is to hand over the “keys” to your child or other younger family member. For…
