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Part 1 Forecast of revenue, expenses and operating capital requirements It’s no secret that you will need capital — money — to launch your new business. In fact, many entrepreneurs…

Part 2 Evaluate types of working capital financing The types and terms of working capital loans vary significantly depending on their intended purpose and corresponding risk. The following are some…

Part 3 Assemble your financing package In an ideal world, you would have one funding source. But reality for most businesses is that multiple funding sources are necessary. Consider the…

The IRS has granted additional relief to victims of Hurricane Harvey by allowing 401(k) s and other employer-sponsored retirement plans to give loans and hardship distributions without the penalty being assessed.  This is…

This time of year, I get phone calls from clients that have graduated college and are now looking at paying back the student loan.  Yes it is daunting. But take…

The Internal Revenue Service announced today that the nation’s tax season will begin Monday, Jan. 29, 2018 and reminded taxpayers claiming certain tax credits that refunds won’t be available before…

This has been verified and signed into law. Here is my recap of the tax changes, as they affect you. One on businesses is in the works. Here are the…