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Insights

Hamilton County Sales Tax Rate Increases October 2nd

Attention: Effective October 1, 2020 Hamilton County sales tax will increase from 7.0% to 7.8%. This Spring Issue 7, a major transportation levy to boost bus service and infrastructure spending, was narrowly passed that increased the sales tax in Hamilton County from 7.0% to 7.8%. In conjunction with this increase in sales tax is a […]

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Posted on October 1, 2020October 1, 2020 by Burke & Schindler Consulting
Fully invest in your business this year with new tax strategies

Fully invest in your business this year with new tax strategies

The 2015 Tax Extenders Bill has given business owners new predictability in the tax code and has given you the opportunity to hone your tax strategies.

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Posted on March 31, 2018June 29, 2020 by Jake Burke
Is your business budget process like Groundhog Day or 2001: A Space Odyssey?

Is your business budget process like Groundhog Day or 2001: A Space Odyssey?

When planning next year’s budget, look to the future and never dwell on the past. Good strategy requires good numbers—it’s just that simple. It’s impossible to look at the big picture without making reasonable assumptions about where, how, and when cash will be coming in, and where, how, and when cash will be required. That’s […]

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Posted on November 27, 2017July 1, 2020 by Pat Burke
Which Comes First? Estate Planning or Exit Planning?

Which Comes First? Estate Planning or Exit Planning?

Exit Planning and Estate Planning have the same general goals. Once owners see that the two processes share the same goals, they can leverage the time and money they spend developing their Exit Plans into the design of their estate plans.

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Posted on July 25, 2017July 1, 2020 by John Brown
Business Continuity Planning for Co-Owners

Business Continuity Planning for Co-Owners

Remember: One day, you will leave your business.

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Posted on June 28, 2017July 1, 2020 by John Brown
Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

Don’t wait until you’re ready to transfer your business to create an air-tight buy-sell agreement.

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Posted on June 12, 2017July 1, 2020 by John Brown
Preparing for the Worst: Business-Continuity Planning for Sole Owners

Preparing for the Worst: Business-Continuity Planning for Sole Owners

Business-continuity planning is vitally important to owners’ companies and families. Without a well-considered business survival plan, the consequences for owners’ employees, customers, and, most importantly, family and estate can be dire.

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Posted on May 24, 2017July 1, 2020 by John Brown
The Essential Business Agreement: A Business-Continuity Agreement Among Owners

The Essential Business Agreement: A Business-Continuity Agreement Among Owners

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign.

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Posted on May 12, 2017July 1, 2020 by John Brown
Avoiding Disasters in Inside Ownership Transfers

Avoiding Disasters in Inside Ownership Transfers

If you think that an inside ownership transfer your business to your children or management team is inherently risky, you’re right.

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Posted on April 26, 2017July 1, 2020 by John Brown
Elements of a Plan to Sell to Insiders

Elements of a Plan to Sell to Insiders

These 10 elements of selling to insiders can help make any inside transfer successful.

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Posted on April 11, 2017July 1, 2020 by John Brown

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Recent Posts

  • Hamilton County Sales Tax Rate Increases October 2nd
  • Fully invest in your business this year with new tax strategies
  • Is your business budget process like Groundhog Day or 2001: A Space Odyssey?
  • Which Comes First? Estate Planning or Exit Planning?
  • Business Continuity Planning for Co-Owners

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