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Understanding Sale Structures and Their Tax Implications
A baseline overview for private business owners.
03.22.23 Estate and InsuranceMaximizing 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 PlanningMaking 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 InsuranceIssues 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 InsuranceHow 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 NowWhat 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 InsurancePreparing 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 ViewpointViewpoint- March 2023
How can you protect yourself from the rise in cyber crime?
03.06.23 Retirement and Financial Planning7 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 UpdatesBruce 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 ViewpointViewpoint- February 2023
The debt ceiling issue.
02.06.23 Retirement and Financial Planning2022 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