Author Archive

Business Owners’ False Dilemma – Value Versus Income

A false dilemma is a fallacy based on an “either-or” type of argument. Two choices are presented (when many more likely exist) and the claim…

The Successful Business Exit Mindset

All business owners will eventually exit their business by selling to the highest bidder, closing down through a liquidation, passing to a successor, or, unfortunately,…

Brian Matter Earns New Designation

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…

Year-End Tax Tips for Business Owners

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

3 Ways Brian’s New Designation Better Serves Our Clients

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he earned…

The CARES Act

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

Coronavirus and Market Declines

The world is watching with concern on the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling…

Spotlight: Brian Matter

Continuing our Spotlight Series, today we are sharing about Brian Matter. What is a day in your CCMI life like? Every day is different.  Most…

The SECURE Act – how might it affect me?

The SECURE Act stands for “Setting Every Community Up for Retirement Enhancement” and is the most significant change to retirement plan policy in over a…