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A good board of directors is the engine that makes a non-profit run. But what does a good board of directors look like?

In this rerelease, our experts explore which Disney characters and associated p…

Run-DMC, an iconic musical group, best described RMDs (Required Minimum Distributions) in the song "It's Tricky." If you feel like you understand hip-hop lyrics better than you understand what kinds …

Everything has a life cycle; from us humans to a caterpillar to a business. But, while we know how a caterpillar evolves, how does a business? And how do you know which stage they are in?

In our late…

Evaluations, when done well, are extrememly useful to a business. When done poorly, evaluations can create more problems than they solve. However, 360-degree evaluations can be a very constructive wa…

KPI's, or key performance indicators, are to businesses what Moneyball was to baseball; specific analaytics that can help decide how to push a business or organization forward. 

More simply, they a…

SBA loans may not sound sexy, but they are a unique opportunity for a lot of people to get a loan...especially those that may not otherwise qualify. 

But, that doesn't mean the SBA is an ATM. 

In…

A conflict-of-interest can look a lot of different ways....it's not always as simple as "having a lot of problems with you people". When handled properly, however, they can also be easily navigated..…

In wealth management, no single question gets asked more by clients than "how much money do I need to retire?"

Seriously, like every day. 

So, for our latest podcast, our financial experts decided to…

Business owners will sometimes get an unexpected offer to buy their business. That's great...but can also cause the panic of "what do I do now" to set in. 

In our latest, we guide business owners thr…

In the hit Hulu show, the grumpy head of the Arconia's board really put the whole condo in a bind when she was unexpectedly murdered. 

All kidding aside, this scenario does highlight how important it…

Well, a phantom stock plan isn't really a menace at all, but it sounds scary and it's Halloween season, so there you go. 

In reality, a phantom stock plan can potentially be a great way to compensate…

A 1031 exchange sounds like either a bad timeshare program or a prisoner swap. In reality, it's a like-kind exchange that can potenitally be a savvy way to defer taxes. 

But how does it work? In our …

Sports books are now legal in Kansas! And since our firm is based out of Kansas, we thought we would do our fellow Kansians a favor:

In this mini-bonus episode, our finanical experts discuss the tax …

To be or not to be? Why are we here? Do you want fries with that?

There are many age-old questions, but perhaps the greatest...does one buy or lease? 

In our latest episode, our financial experts bre…

In a sort of sequel to epsiode 109, our experts will guide you on how to be proactive to make your finances more attractive.

While this is particularly useful when things are volatile, this super sma…

The hit Netflix show Inventing Anna tackles the true story of a woman who committed identity fraud on (literally) a global scale. And the harsh reality is, identity fraud is becoming more prevalent t…

Groundhog Day. Sliding Doors. Movies that have one thing in common: A single moment can have a domino effect on everything after. 

Surprisingly, a financial statement audit, review or compilation is …