Insights2018-05-31T19:16:26-04:00
1109, 2023

Understanding the Health Insurance Deduction for S Corp Shareholders and Employees

By |September 11th, 2023|Categories: Circle of Influence|0 Comments

Regarding tax planning, the S Corporation (S Corp) structure offers multiple advantages for business owners and their employees. One often overlooked benefit is the deduction associated with health insurance premiums. If you're an S Corp shareholder or an employee, this guide will walk you through the essentials of the health insurance deduction, helping you make more informed financial decisions

1109, 2023

Understanding the Health Insurance Deduction for S Corp Shareholders and Employees

By |September 11th, 2023|Circle of Influence|

Regarding tax planning, the S Corporation (S Corp) structure offers multiple advantages for business owners and their employees. One often overlooked benefit is the deduction associated with health insurance premiums. If you're an S Corp shareholder or an employee, this guide will walk you through the essentials of the health insurance deduction, helping you make more informed financial decisions

Shopping for a Marketing Automation or CRM System

June 24th, 2020|0 Comments

All businesses benefit from marketing automation and CRM systems, especially when they are integrated. However, these systems can be very complex, even when your needs are simple. There’s more at stake than you may realize, so consider your approach very carefully.

2312, 2019

How To Create a Culture That Will Help Your Strategy Eat Your Goals for Breakfast

By |December 23rd, 2019|Circle of Influence|

One of my favourite business quotes comes from Peter Drucker, and it’s “Culture Eats Strategy For Breakfast.” What this means is that is doesn’t matter what your companies mission, vision, and goals are if your culture isn’t aligned, then it’s never going to happen. Because in the battle between culture and strategy, culture wins every single time. I recently worked with a client where the CEO put forward a strategy that relied on the company being agile, and they made practically no progress towards those goals. Why? Because the culture of the company was one of bureaucracy, everything had to be agreed on by committee. It was a process-driven company, which is not a bad thing per se, but it’s not very agile and was certainly not agile enough to achieve the CEO’s goals in the timeframe he set for them.

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