August 2023

Have you heard of the Corporate Transparency Act that begins in January? I hadn’t either until I was having a recent casual conversation with a neighbor who works for a law firm. I’ve included an article that one of their attorneys wrote on the topic. Please make sure you get with your CPA and/or attorney to know whether or not you are required to file the CTA form in January of 2024.

If you would like to discuss them further, or if I can be of any further assistance, please let me know.

Enjoy the rest of your summer and take time to recharge your batteries!

April 2023

Do you struggle with delegation? Are you empowering your team? The first article in this month’s newsletter addresses the importance of letting go of some of your responsibilities so that you can focus on more important things. This is the only way to have a succession plan for the future.

How are you at delivering difficult conversations to your team? It’s never easy, but sometimes we make it much worse than it has to be. This month’s second article gives some great examples of what not to do. If you watch the TV show Succession, you’ll definitely recognize some of these tactics. Don’t be like the Roy family!