Choosing an Entity for Your Business

September 13, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing or changing your business’s entity is an important part of its financial and overall future. A Read More...
The SEP IRA: Is This the Best Retirement Plan for Your Business?

March 1, 2021

Presented by Dean Elliott: As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective Read More...
The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

February 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As an employer with 100 or fewer employees, you have the ability to establish a simple and Read More...
3 Approaches Business Owners Can Use for Planning

December 26, 2020

By Kris Maksimovich, AIF®, CRPC®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique from all Read More...
How the Expanded EIDL Program Can Help Your Small Business

April 16, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, Read More...
Business continuation planning depicts a clock face under water.

February 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: What does business continuation planning look like and who are the participants? Below is a glossary of Read More...