How to Sell Your Business Twice and Retire with More: the Benefits of Cash Balance Plans
For successful business owners with steady revenue, a Cash Balance Plan can be an excellent retirement savings vehicle. Keep reading to learn more.
Welcoming Jenifer Bolton as Our New CFO
Jenifer brings with her a proven history of success in the financial world. With extensive experience in financial management, strategic planning, and risk management, Jen is positioned as an ideal Kaplan CFO.
2023 Economic Outlook: Losing Altitude
May 17, 2023 | Written by: Sarah House, Senior Economist and Managing Director of Wells Fargo Corporate and Investment Bank Likely Recession in 2023, Hopeful for a Softer Landing In the ever-shifting landscape of global economics, we find ourselves at a precarious junction, straddling the fine line between optimism and concern. As we approach the […]
SECURE Act 2.0: Day-to-day Implications Within Your Professional and Personal Finances
We’re halfway through 2023, and enacted legislation of new SECURE Act 2.0 is in effect. Are you sure you know how these changes will financially impact your business this year? Next year? Keep reading to learn more.
GAAP Standards and EIDL Loans: Potential Chaos on Your Loan Covenants?
GAAP Standards have been at the forefront of accounting conversations for more than two years now. However, with new standards finally taking effect for private companies in 2022, is there something business owners should be mindful of? What Biggest Change Did We See in GAAP Standards This Year? Lease Standards: Your lease commitments that terminate […]
COVID EIDL Loans Deferred
How fast should you pay off your EIDL loan? It really depends on the use of the funds. At Kaplan CFO, we are big believers in using short-term debt to finance short-term assets, and long-term debt to finance long-term assets. Read on for the details.
Remote Management Skills for High Team Performance
Thanks to Kaplan CFO Referral Partner, Steve Rudolph for this post. “We see an incredible 42 percent of the U.S. labor force now working from home full-time…So, by sheer numbers, the U.S. is a working-from-home economy. Almost twice as many employees are working from home as at work.“ –May Wong, Stanford News If you haven’t […]
