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Illiquid Assets

Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.

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Are Opportunity Zones Still an Opportunity for Tax Savings?

Way back in 2017, the Tax Cuts and Jobs Act established a brand new program to encourage investment into economically disadvantaged communities. This program, called the Qualified Opportunity Zone program, offered real tax incentives for investors through potentially deferred gains, a step up in basis, and tax-free growth. At the outset, investors with large realized capital gains were given the opportunity to reinvest and potentially save more by holding onto their investment longer; but with the capital gains tax deferral deadline coming up on December 31, 2026, can it still make sense to look at Opportunity Zones for tax savings? The first step in answering this question is to understand what is a Qualified Opportunity Zone and how investors interact with them. Learn more.

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I Stock 823660872 JAB Blog FINAL

New U.S. Law Mandates Reporting of Beneficial Owners

Since 1990, the Financial Crimes Enforcement Network (FinCEN) has been a bureau of the U.S. Department of the Treasury. They are tasked with promoting national security and safeguarding our financial system by combatting financial crimes like money laundering and terrorist financing.

As of January 1, 2024, FinCEN has been given a new responsibility. Under the Corporate Transparency Act of 2021, FinCEN is now collecting required reports from U.S. companies that identify their beneficial owners and detail information. Is your business or entity one that is now required to report beneficial owners? Learn more.

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I Stock 1257889974 JAB Blog Inheritance USETHISONE

3 Steps to Help You Make Better Decisions about Financial Gifts, Inheritances

Have you received a significant financial gift or inheritance but don't know how to spend it wisely? Consider these three steps to help you make the best decision for your unique financial situation.

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Thanks for the Memories: Gratitude and Financial Wellness

How do you help your employees resist the “urge to splurge” and prioritize saving for retirement instead? It certainly seems like a tall order, given that it runs counter to tenets of fundamental human psychology. But what if the answer could be as simple as a little well-timed gratitude? Find out more.

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Paper 3213924 1920 DP Wblog May2021

Small Business Continuity Planning: Have You Safeguarded YOUR Business?

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

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I Stock 1226418360 businessowner JGS Craft

Did You Know Less Than 2% of Businesses Value Themselves Annually?

If you're a business owner or entrepreneur, your business is your greatest asset. Not only do you invest your time and talent into growing your business, it takes significant capital too. But did you know less than 2% of businesses actually take the time to value themselves annually? Whether it’s simply due to a lack of time or expertise, today's business owners don't do a deep-dive analysis into their businesses every year, which results in a significant number of them being undercapitalized. Learn what you can do to keep your business operating at its full potential.

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