Owner Resource Group is pleased to offer this valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. Hopefully, these tips will help prepare you and your business for success as we all continue to navigate the tax implications resulting from the COVID-19 pandemic, the CARES Act and the recent election.
Owner Resource Group is pleased to provide the following wealth management insights from our partners at Round Table Wealth Management.
Third Quarter 2020 Review
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
– Charles Dickens, A Tale of Two Cities.
Topics: Wealth Management
A big thanks goes out to Aftermarket News – the leading trade publication for the automotive aftermarket industry – for allowing ORG’s Managing Director, Jon Gormin, to share a few thoughts in the August issue.
His article, titled “Leverage Market Turbulence in 2020 to Accelerate Growth,” explores several key issues facing company owners and management teams working in the automotive aftermarket vertical during the current pandemic environment. These include considerations for investing in R&D and retooling, along with advice about positioning a company for discussions with potential business partners, including acquirers.
Owner Resource Group is pleased to provide the following wealth management insights from our partners at Round Table Wealth Management
Second Quarter 2020 Review
First, we hope you and your family are happy, healthy and enjoying some return to normal life.
Topics: Wealth Management
It's taken you years to build your business – you've been at the helm for its successes, helped it recover from setbacks, and created an incredible legacy that you're proud of. So what's next?
You may be at a point in your life when you’ve started thinking about scaling back, maybe eventually handing over the reins to a family member or trusted employee(s). But how do you ensure that transition is successful – that it doesn’t just preserve your legacy,
As a key executive in a privately-owned business, you may find yourself feeling differently than the founder/owner about the direction the business is taking. After you’ve put a good chunk of your career into helping the company grow, running up against resistance to your vision can be frustrating.
Disagreements can be based on a host of scenarios: passive owners, multiple owners with competing priorities, resistance from family
Topics: Business Transition
Owner Resource Group is pleased to offer valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. Hopefully these tips will help set you and your business up for success as we all continue to navigate changes from the Tax Cuts and Jobs Act (TCJA) of 2017.
2019 YEAR-END TAX PLANNING LETTER
Dear Clients and Friends:
Topics: Business Tax Planning