If you’re beginning either estate or succession planning, or both, ask your lawyer, CPA and other advisers to work with you ...

Opinions expressed by Forbes Contributors are their own. Matthew F. Erskine is a trusts and estates attorney. The Corporate Transparency Act (CTA) was established to tackle issues such as money ...

At its core, a business plan is a blueprint that charts the course for the future. It defines the objectives, strategies, and anticipated challenges, offering a roadmap for achieving success.

Some have just started putting their ideas into action in a startup, while others are in the growth stage or even planning an exit strategy. No matter which stage your business is in and whether ...

It will take away time from your daily business responsibilities. Why Succession Planning Is Routinely Neglected Successful entrepreneurs devote all their energies to the complexities of operating ...

In the world of entrepreneurs and start-ups, the sale of a business is most often the goal of the founder and is the ...

As a kid, I remember my dad--the quintessential methodical, organized engineer--sitting me down at the kitchen table for his favorite bi-annual lecture: "Planning For Your Future." His yellow ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.