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Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to. Every business owner has a big dream for their business and wants to make it happen. However, many business…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…

Cheryl Centeno of XPX Global is a member of XPX

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

Among the safest and most tax-efficient ways to transfer assets is by using a trust. A properly drafted trust document is specifically designed to be both for the benefit of a third-party person or entity and protects the property that was transferred to the trust. But, do you know what exactly a trust is and…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

Delighted to share an interview I recently conducted on the Commercial Real Estate Shark Eye Podcast. Where I take a deep dive into: My personal story, building my business in the early days on Long Island to developing my relationships in Manhattan. Market trends I’ve witnessed and what I foresee The impact of Global events…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

The Consolidated Appropriations Act of 2021 created new, but temporary, deduction limits for meal expenses for the 2021 and 2022 tax years. Meals are treated as costs of furthering business development, which, of course, changes the economics of the expense. Let’s take a closer look…   The new rules permit a 100% deduction for meals…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

Shockingly, many of the eldest of those who fall into Generation Z are ready to start planning for marriage and building families. In today’s post we will discuss how marriage impacts tax filings status and tax liabilities for newlyweds.   Once you are married, you are no longer single. This seems like an obvious statement;…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

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…

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia

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…

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David Shavzin of The Value Track is a member of XPX Atlanta

When do I start my exit planning and how much is my company worth? We have gotten these questions for decades, especially from Baby Boomers. Sometimes it comes across casually: “So what do you think, should I start my exit plan 2 years ahead, maybe 3 years ahead?” They often ask knowing the answer. They are trying…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

When a valuable employee tells you that they’ve received a job offer from another company, making a counteroffer may seem like a no-brainer.  But before you do, consider these potential downsides. If you are throwing money at jobs, think twice. Owners that have not paid attention to employee compensation on an annual basis will now…

By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston

Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

What is a Unique Contributor?  Employers that are committed to engaging the reliable strengths of their teams cultivate what we call a Unique Contributor business model. These employers have a direct line of sight to their best competitive advantage, their secret weapon to ongoing growth, their talent base. What about you? Knowledge of your true…

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