Banking & Finance

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Pay off debt or invest in the future: How to make the best choice...

Given the low interest rate environment the U.S. is experiencing right now, many of my clients are asking essentially the same question: What should I do with excess cash?

Incentivizing employees

In an ever-changing business climate, it’s essential for leaders in all industries to keep up with the latest trends in human resources and be...

A new year brings more tax changes

Unlike recent years, 2017 does not bring a multitude of changes in the tax law.Most of the last-minute changes signed into law late in...

Avoid phantom income when investing in mutual funds

With a new year underway, many individuals will identify new financial goals for the year ahead. One common goal, developing an investment strategy, is...

Why is the fiscal-cliff agreement good news?

There are several reasons why the fiscal-cliff agreement represents a positive policy development.  The most important reason is it locks in most current marginal tax...

Accounting for the cannabis industry: Prepare yourself for tax scrutiny

In light of the recent legalization of recreational cannabis in Michigan, the industry is rapidly growing and changing. Business owners and entrepreneurs are seeing...

Banking & Finance Notebook

April NotebookBanking & Finance articlesInvestment firm continues expansionStrong economy fuels county’s surging property valuesExpert: Economy nears end of recession recovery phaseLand Bank economic impact:...

PPP loan forgiveness receives new flexibility: updates businesses need to know

Business owners should be aware of several integral changes under the Paycheck Protection Program Flexibility Act (PPFA), which loosened guidelines to ensure the program is more business-friendly.

New Affordable Care Act reporting requirements

If you provide or offer health insurance benefits to your employees, you could be subject to new reporting requirements.Perhaps one of the biggest filing...

How asset location is important to portfolio growth

You likely have heard the saying that the three most important factors in real estate are location, location and location. In wealth management, location is...

Why is the Fed buying $85B a month in securities?

Financial markets respond to each Fed statement related to its strategy of buying $85 billion a month in securities.Stock prices fell sharply when Bernanke...

5 questions to consider before a merger or acquisition

Summertime is often a time when advisors relax, sit back and decelerate. This is a dangerous trap, as now is the best time to...

What’s next for business owners after liquidity?

Successful business owners often are those whose life is their business — their business defines them and is a large part of who they...

Michigan’s personal property tax reform: It’s not as easy as it sounds

On Aug. 5, Michigan voters elected to repeal Michigan’s personal property tax, or PPT. What does this mean for Michigan businesses?First, know that the...

West Michigan shows economic resilience

Few have been financially unscathed in the wake of the pandemic. Yet, as West Michigan has proven time and time again when recessions hit, businesses in the region (although battered) weather the respective storms relatively well.

Estate and tax planning ideas for a COVID-19 economy

The depressed values in the markets, low interest rates and historically high federal estate, gift and generation-skipping transfer tax exemptions have created some excellent opportunities for you to make impactful gifts to your family and generate potentially significant tax savings.

Why business leadership skills aren’t the only thing to look for in an effective...

If you can’t assess the performance of your adviser using well-known business leadership principles, what criteria should you use?

What is sustainable investing, and should I consider it as part of my portfolio?

Your personal priorities govern the type of sustainable investing that will best align with your goals.

How to make financial decisions when you lose a spouse

Grief and mourning affect each of us uniquely, but all widows and widowers experience a difficult dilemma. On the one hand, the world seems...

Phone scams top the IRS ‘Dirty Dozen’

Each year, the IRS releases a list of top tax scams and identity thefts called the “Dirty Dozen.” The No. 1 scam identified by...

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