8 Cash Flow Management Tips for Entrepreneurs

woman’s hands making projections on a graph

Entrepreneurs have to carefully balance the money coming in and out of their business. Here are a few tips to help you manage the bottom line. Key takeaways: Cash flow is the money that comes in and out of the business, culminating in net cash after expenses are paid. 8 cash flow management tips for…

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Succession Planning and Taxes: What You Need to Know

succession planning written down in a notebook

If you own a business, planning for future transitions and taxation should start now. Key takeaways Business structure matters for taxes, whether it’s a pass-through entity, S or C corporation, or another entity The Tax Cuts and Jobs Act lowered the corporate tax rate, and it also created the qualified business income deduction for pass-through…

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How to Avoid Overpaying Tax on Mutual Funds

Mutual funds can be taxefficient investments – that is, as long as you are aware of the strategies necessary to avoid overpaying the IRS Investing in mutual funds is a way for investors to pool security ownership with other investors. But when you’re considering taking advantage of the benefits of mutual funds, make sure you…

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