We all experience unexpected turns, such as the death of a loved one, a divorce, or a disability that alters life as we know it.
Key Takeaways You should thoroughly verify the qualifications, certifications, and relevant experience of any exit planning service provider to ensure they are equipped to handle
Key Takeaways You need a more active, dynamic style of exit planning that begins from your business’s inception and evolves along with your company and
Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
Key Takeaways You can significantly reduce your tax burden during a business exit by understanding the distinctions between capital gains, ordinary income, and state taxes,
Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
Key Takeaways: Delving into the advantages of wealth planning and wealth management for high-net-worth individuals is like uncovering hidden treasure in a vast sea. Picture
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
