Resource Library

Articles, documents and more designed to help guide your future.

Most Recent Resources

  • The Power in Managing for Results

    The Power in Managing for Results

    Join us on June 21st to hear Jim Horan share how your management team can create and implement a One Page Plan to begin to manag…

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  • Reel Talk: A Process to Create Compelling Nonprofit Videos that Leads to ACTION!

    Reel Talk: A Process to Create Compelling Nonprofit Videos that Leads to ACTION!

    A recent Google study found that 57% of donors who watch a nonprofit's video will eventually go on to make a gift to that nonpro…

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  • SLAM: Strategic Lifetime Asset Management

    SLAM: Strategic Lifetime Asset Management

    May 16, 2017 - Please join us for this complimentary Real Estate Advice Series Event to learn more about strategic lifetime asse…

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  • Equity Markets Have No Time For Geopolitics - It Seems

    Equity Markets Have No Time For Geopolitics - It Seems

    In my last post, I had alluded to the notion that there was nothing very special in the 100 day benchmark, in measuring the impa…

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  • Reverse Tax-Deferred Exchange: You can do that?

    Reverse Tax-Deferred Exchange: You can do that?

    April 28, 2017 - The actual use of this tax deferral approach has limited application but important benefits for those taxpayers…

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  • Tax & The Modern Homeowner

    Tax & The Modern Homeowner

    April 28, 2017 - The number of unmarried people entering home ownership together is on the rise, and with it , a new set of tax …

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