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BOI Reporting UPDATE

Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the […]

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Changes Ahead

December is here – I don’t know about you, but it seems this year has gone by quickly 🤔 Changes are ahead! Let’s make sure you’re ready! Change is inevitable, and with each new year comes a fresh wave of transitions, challenges, and opportunities. Whether you’re anticipating personal changes, professional shifts, or broader societal developments,

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Q4 Plans

Q4 plans are underway. Plans and planning are often lumped into the same “bucket”. Over the years, I’ve discovered the main difference between plans and planning is that planning is the process of thinking about how to achieve a goal, while a plan is the documentation of that process. Separating the how from the execution is

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Veterans Day

As Veterans Day approaches, it’s a time to recognize not only the service of our veterans but also ensure they and their families are aware of the comprehensive benefits they’ve earned through their sacrifice and dedication. This blog post is written to share key benefits and resources available to veterans and their loved ones. Photo

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Family Caregivers

The Hidden Heroes Among Us: Celebrating National Family Caregivers Month In homes across America, an extraordinary story of love, dedication, and sacrifice unfolds every day. These stories belong to family caregivers—parents caring for children with special needs, adult children supporting aging parents, and grandparents stepping in to raise grandchildren. This November, during National Family Caregivers

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