Business

James S. Falcone

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

Steven J. Rosenthal, CPA, CFP, JD

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...

Fulcrum Wealth Advisors

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?

Fulcrum Wealth Advisors

Understanding Mergers and Acquisition Planning

Read about mergers and acquisitions, why they happen, and the five step planning process.

Fulcrum Wealth Advisors

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...

Steven J. Rosenthal, CPA, CFP, JD

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...

Steven J. Rosenthal, CPA, CFP, JD

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.

Steven J. Rosenthal, CPA, CFP, JD

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

Steven J. Rosenthal, CPA, CFP, JD

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...