◀ The Principal Blog

Posts tagged ‘Retirement Plans’

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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7 questions to ask before a transaction

7 Questions Controlled Groups Should Ask Before a Transaction



Last year at this time, I arrived at my seven year old son’s first baseball practice looking forward to my  job as head coach – my first stint at coaching. I had reserved the practice location, gathered up the equipment and snagged an assistant coach. That was the hard part, right? Wrong!…

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