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Should You Be An Executor?

Administering an estate and making sure all the i’s are dotted and all the t’s are crossed can be a daunting task. Discover what it takes to be an effective executor so that if you’re asked to be one, you can decide whether the job is for you. Executors’ many duties...

The Lake Chelan Wine Valley

As restrictions lift across the country and in Washington state, restaurants, wineries and tasting rooms are opening again at full capacity. Did you know that Lake Chelan is the third deepest lake in the country? While this may be one interesting reason to visit Lake...

WA State LTC Tax/Insurance Law – What you need to know!

WA State LTC Tax/Insurance Law – What you need to know!

If you missed the news regarding the LTC Trust Act, passed in May of 2019, you’re not alone. You might not know much about this tax yet, but it’s going to cut Washington worker’s paychecks by hundreds of dollars each year. The LTC Trust Act, requires a payroll tax for...

10 Tips for Selling Your Business

10 Tips for Selling Your Business

As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business over the last few years. Perhaps you had even started the process to go to market before the pandemic only to see the deal fall apart...

Paso Robles Wine Country

By Homer Smith El Paso de Robles, or “The Pass of the Oaks,” boasts an agricultural history that includes barley, almonds and as all wine lovers know, vineyards. Located in San Luis Obispo County, Paso Robles is California’s fastest growing AVA. At approximately...

May Reading List

by Homer Smith Here is a quick glimpse into what I have been reading over the last month!  I would love to hear if you have any books, business or not, that you think are must reads! The Automatic Customer – John WarrillowIn talking with business owners over the...

Business Owners, Is it Time to Sell?

Business Owners, Is it Time to Sell?

Biden’s tax changes could mean it is time to sell.  There’s an iceberg ahead for business owners and it is Biden’s tax changes.   The clock is ticking. The window of opportunity is closing. And these hefty...

Three Reasons Life Insurance Should Be Part of Your Wealth Plan

Three Reasons Life Insurance Should Be Part of Your Wealth Plan

If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As  an  investor  with  significant  assets,  it’s ...

The Importance of Business Valuation

The Importance of Business Valuation

By Homer Smith  The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...

My April Reading List

By Homer Smith Reading is something I have always enjoyed, but over the last few years with running my own business and having a young family, I have not found as much time to pick up a book as I would have liked. Growth/development is one of my top values and reading...