5 Year-End Tax Moves Small-Business Owners Should Consider

The end of the year is quickly approaching and let’s hope that as a smart business owner, you’ve been meeting with your accountant throughout the year and taking steps to minimize your taxes. It’s only your biggest expense, right? It could be as much as 20 percent or...

Is Your Business Ready for Year End?

End of year is fast approaching and it’s time to get your books in order. For many business owners, the thought of year-end accounting is overwhelming – what do you need to do to get your books in tip-top shape for year-end?   1. Get your books up-to-date: Many small...

Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the...

Bernath & Rosenberg at eCore Summit

This year, Bernath & Rosenberg was proud to sponsor eCore – Executive Conference on Real Estate – an exclusive event connecting multi-family real estate executives, owners/landlords and operators with deal-making experts and opportunities....

Financial Documents You Should Keep

When it comes to tax and important documentation knowing whether to keep it or shred it is important. We’ve compiled information to help you with this important task. Are you a “pack rat” or a “purger” when it comes to personal documents? The best approach is...