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By: A.J. Fusco and Sam Shikiar, CFA The price of nearly every consumer good is up, and the dollar is worth less than a few months ago. We are in a time of significant inflation. We feel the impact in everyday purchases, but should we be thinking about our investments and inflation’s impact on…
So much has changed since the pandemic, including many tax laws, but one thing that hasn’t changed is the Philadelphia City Wage Tax withholding requirements for non-residents. City Wage Tax is imposed on all the wages for Philadelphia residents (whether they work inside or outside of the city) and on non-residents when they work in…
Date: March 10, 2022 (Thursday) Start Time: 12 p.m. Eastern Standard Time End Time: 1 p.m. Eastern Standard Time Platform: Zoom Questions: Chat Link for free ticket: Crypto King For a moment late in 2018, one bitcoin, which physically amounts to a few electrons blipping on a tiny bit of silicon, was worth $20,000—the same as a pound of gold….
Seventh article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
Sixth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
The question has been popped; and the answer is “yes.” Now, you have a wedding to plan. Both of you immediately think of things like a dress, a reception hall, guest lists, honeymoon locations, etc. Rarely are pre-marital asset protection measures part of the equation while planning a wedding. However, they may be an important…
For anyone who’s thinking about becoming an entrepreneur, whether you’re just out of school or fed up with corporate America and are inspired to “go for it”, this blog is for you. Remember, mindset first, then skill set. Having the right mindset will get you further than simply checking the boxes of certain skills. So, how do…
John Warrillow has become synonymous with preparing businesses for sale. Founder of The Value Builder System™, John is the author of 3 books and has spent his career either building and running companies or helping business owners enhance their ability to sell. We’re going to have an interactive discussion with John, so please come with…
Date: March 4, 2022 Start Time: 12 p.m. Eastern Standard Time End Time: 1 p.m. Eastern Standard Time Platform: Zoom Questions: Chat Click Here for Ticket: Kerry Johnson Your Mindset impacts everything you think, say and do. Your Mindset creates hope and hopelessness, success and failure. It is the software your brain uses to create attitude, experience, and achievement….
As advisors we bring many skills to the table, one of them being the calmest one in the room. But how do you cultivate and maintain calm when the stakes are extremely high and our clients are having a difficult time emotionally. Here are some quick reminders that can support you in the toughest of…
Fifth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
Join us on Wednesday, March 9 from 10-10:45am for the next edition of our Scaling Skills Speaker Series as Tracy Falagrady, Senior Personal Risk Advisor at USI Insurance Services, talks with us about “Risk Management 101: How NOT to Wind Up with Your Hindparts in a Sling.” Tracy is a former college basketball player who…
Program produced by XPX Philadelphia. The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues…
Program produced by XPX Triangle. This presentation reviews strategies and business models to help exit planners advise their clients on the best ways to expand their businesses. Our Speakers: Mike LeannahPrincipleBusiness Value Strategies Dave ThompsonPresident & CEOSME Business Van DaughtryPresidentVan Daughtry Consulting, LLC
Supply chains and labor shortages are the chief topics among the 40 or so business owners I currently work with. Their anecdotes are widespread and widely varied. I wanted to know why, so I did some research on behalf of you, my business-owner readers. Supply Chains A broken foot was diagnosed at an urgent care…
Every business owner dreams of a business with lots of cash and positive cash flow. With this type of business, the owner can reinvest in the business, take distributions, and pay off debt. The options are endless. The problem is, most business owners don’t know which levers to pull in their business to increase cash. They…
Baltimore, MD, Feb. 14, 2022 — From humble beginnings to today recognized as one of Maryland’s premier boutique marketing advisory firms, Incite Creative celebrates 22 years in business. Incite Creative started as a two-person company working out of a third-floor apartment in Baltimore City. In 2000, it began with just two clients, an interchangeable phone/fax line and a…
A typical investment allocation for investors is to bonds and, more increasingly, alternative investments such as private equity and hedge fund investments. As effective as these allocations may be to your investment strategy, they have painful tax implications due to high-income tax rates on interest income and non-deductibility of investment fees. In a case such…
“So, tell me about yourself.” “What’s happening on the big project?” “How are our quarterly numbers?” If you want to sound confident, your response to any question should be clear and engaging. “Ummm, that’s a good question…” or “Well, that depends…” does not communicate confidence. At The Confident Communicator, we coach aspiring leaders to start…
A valuable asset with guaranteed income without paying a dime After reading the headline, you might be asking yourself — “How can I really afford a million-dollar, multi-family property without paying anything?” With the help of Wallace Capital Funding, LLC, one client was able to make it into a reality. However, he first needed to…
Fourth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
Date: February 25, 2022 Start Time: 12 p.m. Eastern Standard Time End Time: 1 p.m. Eastern Standard Time Platform: Zoom Questions: Type into Chat Click here for free ticket: Frank Cespedes Sales expert Harvard Proessor Frank Cespedes provides sales managers/executives tools they need to separate the signal from the noise. About this event In this smart, practical, and research-based guide,…
The pandemic has altered almost all aspects of the employee experience, changing everything from where people work to how they interact with clients, colleagues, and customers. Considering the size and scope of these changes now is a critical time to determine if your employee value proposition (EVP) is still compelling and if your total rewards strategy…
It’s the start of a new year, and the perfect time to plan ahead for this year’s gifts. Annual gifts are not only a great way to benefit your children or grandchildren, but also an opportunity to teach them smart financial management. When we last wrote about this topic five years ago, we discussed teaching…