◀ The Principal Blog

Tax Day due diligence

It’s Tax Day – Time to Celebrate (unless you didn’t do your due diligence)



For individuals and business owners alike, April 15 has been looming large on the calendar since the beginning of the New Year. Over the years, I’ve come to discover that people are generally in one of two camps when it comes to filing taxes: one, those that rush to the mailbox every day looking…

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Global mergers statistic

WHAT?!? They…I mean…We have another retirement plan???



2014 saw a large volume of merger and acquisition activity and 2015 is shaping up to be very similar. As a matter of fact, global M&A volume through December 31, 2014 was at its highest level since 20071. There’s a great amount of time and effort (and money) that goes into planning for one of…

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