7 Steps to Sell a Flood-Damaged Home

7 Steps to Sell a Flood-Damaged Home

If you’re dealing with a flood-damaged home in Washington, D.C., you’re likely facing a whirlwind of repairs, insurance claims, and concerns about a reduced selling price. The good news is that you have options and can still sell quickly if you take the...
3 Ideal Candidates for a Deferred Sales Trust

3 Ideal Candidates for a Deferred Sales Trust

A Deferred Sales Trust (DST) is a powerful tax-deferral strategy for individuals looking to sell highly appreciated assets while maintaining flexibility and control over their wealth. Whether you’re transitioning from one asset type to another or stepping away...
6 Influences on Asset-Based Lending Rates

6 Influences on Asset-Based Lending Rates

Asset-based lending (ABL) gives businesses with strong collateral a financing option when traditional loans aren’t ideal. Securing a competitive interest rate on your ABL depends on several key factors. The quality and liquidity of your collateral—like accounts...
5 Financial Strategies for Divorcing a Narcissist

5 Financial Strategies for Divorcing a Narcissist

Divorcing a narcissistic spouse can be one of the most emotionally and financially draining experiences, but with the right strategy and support, it’s also an opportunity to reclaim your power and financial independence. Narcissists often use manipulative tactics...
7 Reasons Small Tax Businesses Fail

7 Reasons Small Tax Businesses Fail

You’ve done the hard part—earned your tax certification, opened your office, and picked your software—yet the clients aren’t lining up during the busiest season of the year. The problem isn’t your skill; it’s likely a few overlooked business fundamentals that can make...
7 Must-Dos for DMS Transitions

7 Must-Dos for DMS Transitions

Rolling out a new document management system (DMS) can feel chaotic, but with the right strategy, it can become one of the best upgrades your team makes. Success starts with communication—clearly explain why you’re switching systems and how it will solve current...
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