Estate planning is not a venture that is solely reserved for the very wealthy. Anyone who wants to protect and care for their loved ones can benefit from estate planning services. Estate planning ensures that the people who matter the most to you are protected well after you’re gone. Poor estate planning can lead to...Read More

Even if you are years or decades away from stepping away from your business, it is never too early to start thinking about your exit plan. A strategic plan ensures that all of your future goals and ambitions are met. Whether your goal is to maximize the profit from the sale of your business or...Read More

Strategic tax planning should occur all year long, but it heats up during the first few weeks of the year when the April 15 filing deadline starts to loom.   An expert in tax planning like Saddock Financial Partner can ensure that you successfully weather most of the changes for the 2024 and 2025 tax years....Read More

Most small and medium-sized businesses don’t have the resources to hire an in-house financial expert with the requisite credentials and experience in smart and successful financial strategies. This is why many business owners turn to CFO consulting services. An outsourced CFO has all the benefits of a top financial manager and Chief Executive Officer. However,...Read More

Small businesses can benefit greatly when it comes to having CFO services. A Chief Financial Officer (CFO) can provide guidance and strategies for all aspects of a company, from annual tax preparation to the best paths forward for future financial growth.  Unfortunately, most small businesses don’t have the income to hire a personal CFO in-house....Read More

When it comes to wealth investment management, not all advisors are created equal. Some firms or advisors may specialize in wealth management for beginners.  While others may simply help augment an existing and established wealth management plan with new ideas and/or opportunities.  However, finding a wealth management advisor (or an overall wealth management business) is...Read More

As a successful business owner, you may have no immediate plans to close the shop in the near future, but what about many years from now? Smart exit planning strategies are essential for any business. However, more often than not, these strategies are ignored until significant changes are imminent. Without an exit strategy well in advance,...Read More

When it comes to successfully launching a new business, having the funds to succeed from the start is key.   According to the U.S. Bureau of Labor Statistics, 20% of new businesses fail within their initial year. Moreover, one of the primary reasons in recent history is simply a lack of funds.   In fact, per a...Read More

Are you ready to learn some tax planning tips for your business? Calculating annual taxes can be challenging enough for everyday individuals, but these challenges are multiplied for small business owners.   In 2020, the IRS announced that it would increase tax audits of small businesses by 50%, and many small businesses simply don’t have...Read More

The April 18 deadline for your 2023 taxes is quickly approaching.  Therefore, one core aspect of annual taxes at the back of every taxpayer’s mind is the possibility of triggering an audit.  Generally speaking, audits are fairly rare, with less than 1% of Americans being audited on a yearly basis. However, this percentage can certainly...Read More