Business Planning and Consulting

Business Growth

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4 pillars of robust business growth Many businesses start life small and simple. But with growth comes the need for a stronger company infrastructure and increased operational sophistication. As you pursue a more robust business, focus on these four pillars: Organizational management Implement a formalized system for measuring performance that begins with written job descriptions […]

Colorado Tax and Accounting Consultation

Higher medical costs = Fewer Malpractice Claims

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Defensive medicine is widely practiced in the United States and bears a direct coorelation to lower malpractice claims. Physcians reporting the practice of  “defensive medicine” — care provided solely to reduce the threat of malpractice liability — have significantly lower malpractice claims. In Massachusetts, for example, greater than 80% of physicians reported practicing defensive medicine, which consists, […]

Estate Tax

Review your powers of attorney at least every 5 years

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Powers of attorney are critical components of an effective estate plan. After you’ve executed powers of attorney, it’s important to review them periodically — at least every five years and preferably more frequently — and consider executing new ones. 2 types A sound estate plan should include two types of powers of attorney: Financial power […]

Personal consulting


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On the heels of the financial crisis, banks tightened their lending policies and many companies couldn’t qualify for inexpensive fixed-rate loans. Instead, they took on variable-rate loans. Interest payments that fluctuate based on the U.S. prime rate or London InterBank Offering Rate (LIBOR) index are a viable option, as long as rates continue to hover […]