Fulcrum Wealth Advisors
Is The Timing Right to Sell Your Business?
Interest rates are up, lending requirements are tougher…is now the time to sell your business?
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
New Capital Gains and Estate Tax Planning Challenges with Grantor Trusts
The IRS's Revenue Ruling 2023-2 introduces fresh complexities to estate tax planning, grantor trusts, and capital gains.
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James S. Falcone
- 5 min
Mastering Sudden Wealth Management: Tips and Strategies for Financial Success
Discover the ultimate guide to managing sudden wealth in our latest blog. From budgeting techniques to investment strategies, learn how to m
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Loss Harvesting in 2022
Tax loss harvesting is in the spotlight due to securities market declines in 2022. Consequently, many investors have unrecognized tax...
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Fulcrum Wealth Advisors
- 3 min
Active vs. Passive Asset Management—What’s the Difference?
Active and passive asset management strategies are different in terms of risks, returns, flexibility, and more. Which is right for you?
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Fulcrum Wealth Advisors
- 4 min
Understanding Mergers and Acquisition Planning
Read about mergers and acquisitions, why they happen, and the five step planning process.
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Fulcrum Wealth Advisors
- 4 min
Why Cash Flow is More Important than Profits
Many equate the success of a company to its reported profits. While profits are good, they do not represent the financial standing of any...
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Steven J. Rosenthal, CPA, CFP, JD
- 6 min
Blog 3: 8 Tax Tips for SMBs In 2021
Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks
Failure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax Increases
Due to proposed legislative changes in capital gains taxes at both the federal and Washington State level, buyers and sellers of SMBs would
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Tax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021
Written by tax expert, Steven Rosenthal, JD, CPA, MBA, LLM, CFP® Tax issues can give even the most well-prepared individual a headache...
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