The life of a business owner is a long and crowded road. Required activities, such as developing customer relationships,…
Business
Should You Offer an Executive Benefit Plan?
It’s well-known that a company’s most valuable asset is its human capital: the employees. For business owners, attractin…
Is It Time to Reassess Your Retirement Plan?
As savings vehicles, employer-sponsored retirement plans, such as the 401(k) plan, are convenient, tax-efficient and can…
Small Business Leaders Cite Culture, Innovation and Community as Key Drivers for Growth
For an entrepreneur, there is nothing more fulfilling than watching the seed of an idea transform into a fully operation…
Money Smart Week on OneBite: Becoming a CPA and CFP® Professional
Deciding to partner with Money Smart Week® for a second year in a row was simple — after all, we share the same mission.…
Money Smart Week on OneBite: The Finance, Fundamentals and Funding of Commercial Real Estate
We believe that financial literacy can fundamentally change people’s lives for the better. That’s why we’ve partnered wi…
Money Smart Week on OneBite: Protecting Yourself in the Digital Age
For the second consecutive year, we’re partnering with Money Smart Week® to bring engaging financial education to invest…
Effective Transitions of Privately Held Businesses
Over my years of practice, I have found that many of my estate planning clients have owned one or more business interest…
The U.S. Economy: How Can an $18.5-Trillion Behemoth Grow Faster?
The economy in the United States is enormous; the total value of all the goods and services produced last year was appro…
Define Cybersecurity Before You Can Refine Your Efforts
This article was co-authored by Paul Johnson, senior manager of Wipfli LLP’s risk advisory services practice. The …