News & Insights
The Benefits of a Backdoor Roth IRA
March 9th, 2021
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By Jessica Fleet |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Healthcare
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement […]
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Valuing a Business in the COVID-19 Era
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]
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Is This the Right Time for a Business Valuation?
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses
With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered […]
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What to Look for in a Valuation Expert and Firm
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Transactional Services |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses
In the world of business valuations, an exceptional valuator can be difficult to find. Prospective buyers and sellers often ask themselves several questions such as: Do they know my industry? […]
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Fraud Prevention Tips to Keep Your Medical Practice Financially Healthy
April 6th, 2020
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Consulting |
Fraud & Litigation Services |
Healthcare
The Association of Certified Fraud Examiners estimates that 5% of a business’s revenue is lost to fraud each year, and medical practices are no exception. The best way to reduce […]