Tax Saving Strategies

A Tax Planning Checklist for year end

Effective year-end tax planning must take account of each taxpayer’s particular situation and planning goals, with the aim of minimizing taxes to the greatest extent possible.  Many taxpayers will come out ahead by following the traditional approach (deferring income and accelerating deductions), while others including those with special circumstances, should consider accelerating income and deferring […]

A Way to Reach Younger Clients

Online Planning Sessions

The woman was in her late 30s and recently divorced.  She needed help managing $40,000 in credit-card debt, but wasn’t ready to commit to a long-term relationship with a financial adviser. The first adviser she approached decided the client wasn’t a good fit, but he referred her to someone who was: Michael Solari of Solari […]

Support our Veteran Entrepreneurs.

It's the right thing to do for our nation.

National Veteran’s Small Business Week from November 3, 2014 through November 7, 2014. The Office of Veteran’s Business Development Veteran business owners… Are responsible for nearly one out of every ten small businesses in America Employ nearly six million workers Generate over 1.5 trillion dollars in receipts each year Are 45 percent more likely to […]

10 Talents That Drive Entrepreneurial Success

Gallup has identified the behaviors we have consistently observed in highly successful entrepreneurs by Sangeeta Bharadwaj Badal, Ph.D. Adapted from Entrepreneurial StrengthsFinder (Gallup Press, September 2014) Highly talented entrepreneurs exhibit behaviors that are markedly different from those of their less talented peers. What separates successful business owners from less successful ones? What are the traits […]

Young Entrepreneurs in the Seventeenth Century.

After Christopher Columbus discovered the New World, pioneers, trailblazers and adventurers sailed across the Atlantic Ocean with a desire to start a new life.  The United States of America is founded upon the “land of opportunity”.  “We transform dreams into the truth.” ~ America, The Story of Us. Tobacco sows the seeds of opportunity in the […]