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John Ceparano

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Year-End Tax Reduction Strategies for Business Owners

As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2019. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.

2019-11-11T14:52:04+00:00Good to Know|

Why Every Business Needs a Financial Adviser

Many clients come to Modera needing help with their personal financial lives. But a great number of our clients are also independent entrepreneurs, small business owners, or medical professionals who own a private practice. And although they typically have CPAs, bookkeepers, and business attorneys to help them compute their taxes, cut the checks, and deal with legal issues, they may not be addressing the bigger picture and the common financial challenges involved with business ownership.

2019-10-17T19:30:20+00:00Good to Know|

Planning Checklist for Those You Care About Most

This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.

2019-06-14T17:09:57+00:00Good to Know|