Steven Pierson Executive Vice President and Shareholder headshot
Feb21

How can Business Owners lower last year’s tax bill?

Good news! Business taxpayers may still be able to take actions to lower their federal income tax liabilities for 2020, as well as for future years. Consider these ideas before you file last year’s return. Claim 100% First-Year Bonus Depreciation — Or Maybe Not For qualifying assets placed in service in 2020, business taxpayers can deduct 100% of the cost in the first year. The 100% immediate write-off is allowed for both new...

Read More
Dave Baiocchi headshot
Feb20

Data tools and TRUST

One of the things I repeatedly see in the dealerships I visit is the disconnect that the dealer has with their own road-based technicians.  Technicians are such a vital link to the customer.  An inherent level of trust is built over the years, and repeated successful repair visits over time only strengthen this valuable customer connection. The questions are:  Do we see these relationships as assets?  If so, what are we doing to...

Read More
Jeffrey Gitomer headshot
Feb20

Prospects have rules. Follow them to make an easy sale.

When you make a presentation, you’re not the only one with expectations. The person you’re presenting to has as many or more than you. Are you aware of them? Or are you just making a pitch for your commission? Most salespeople believe that they are selling their product or service. Wrong. The prospect is buying it and in order to get the maximum amount of buy’s, you must approach each sale with the maximum understanding of the buyer’s...

Read More
Feb20

Putting it back together

Here it is February already and I am still pondering about the balance of 2021 and 2022.  I must confess that the Short Squeeze on Game Stop that took place last week kind of scared me because I could see it causing some major player to go BK and start the ball rolling like it did in 2007 or 2008 or whenever it was. When I hear a hedge fund CEO say “I only have a billion left” I cannot imagine what he lost in the process. “What’s in...

Read More
Eileen Schmidt headshot
Feb19

As e-commerce grows, automation and artificial intelligence help companies keep pace

Recent months, and the last holiday season, in particular, brought an e-commerce boom like no other. As the pandemic accelerated trends already in motion, online shopping and deliveries exploded and possibilities surrounding automation and artificial intelligence zoomed to the forefront.  Now as businesses consider the changing landscape, the use of automation and AI are weaving more tightly into the practices of many operations. A...

Read More
Michael Hampleman headshot
Feb02

Topics to consider regarding second draw of PPP Funding

Business owners, CPAs, loan officers, and if applicable, business brokers, should use a variety of tactics simultaneously as businesses pursue economic support in the form of the second draw of PPP funding. Per advice from the AICPA, the American Institute of Certified Public Accountants, borrowers may need to act quickly and diligently to fill out their forms for the second round of PPP funding. Some lenders are requiring PPP...

Read More
Andrea Belk Olson headshot
Feb02

Generic Leads are not Leads

Multiple times a day, I receive emails from companies claiming they “provide tons of qualified leads” for businesses. Here’s one recent example: [Name,] “Since finding and closing new business is more important than ever for companies to survive a global changing economy, how is [company] fine-tuning your lead gen process to generate more qualified meetings?” “Do you have 15 minutes to review your...

Read More