Latest Insights

Estate and Insurance

Understanding Sale Structures and Their Tax Implications

A baseline overview for private business owners.

03.22.23
Estate and Insurance

Maximizing the Value of Your Business Ahead of a Sale

As a business owner, selling your company will undoubtedly be one of the most important and pivotal points in your…

03.22.23
Retirement and Financial Planning

Making the Most of Your Financial Success After You Retire

When it comes time for you to step back and enjoy your hard-earned success after the sale of your business,…

03.22.23
Estate and Insurance

Issues that Derail the Sale of a Business and How to Avoid Them

You’re selling your business, the culmination of your hard work, talent and vision. Closing the transaction will enable you to…

03.22.23
Estate and Insurance

How to Decide Whether to Keep or Sell Your Business

As a business owner, you will likely face a difficult decision: whether to keep or sell your company. This may…

03.22.23
Generation Now

What Keeps You Up at Night?

There are many things in our lives that make it difficult for us to sleep, but concerns about our financial…

03.22.23
Estate and Insurance

Preparing for End-of-Life Care

The best time to begin planning is often well before you think to do it.

03.22.23
March 2023 Viewpoint

Viewpoint- March 2023

How can you protect yourself from the rise in cyber crime?

03.06.23
Retirement and Financial Planning

7 Practices to Protect Against Cyber Crime

Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques…

03.02.23
Company Updates

Bruce and Swisher Recognized by the Wichita Business Journal

Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…

03.02.23
February 2023 Viewpoint

Viewpoint- February 2023

The debt ceiling issue.

02.06.23
Retirement and Financial Planning

2022 Tax Guide

Mailing ScheduleForm 1099 Tax Information By January 31, 2023, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…

02.03.23