by Henry H. Jones, CPA, CVB | Sep 21, 2020 | 1 Freedom - Financial, Featured
How much did your home increase in value last year? Depending on where you live, it may have gone up by 5 – 10% or more. How much did your stock portfolio increase over the last 12 months? As an example, The S&P 500 has increased by more than 9% in the last...
by Henry H. Jones, CPA, CVB | Sep 14, 2020 | 1 Freedom - Financial
Why would two companies in the same industry with the same financial performance have different values? The answer often comes down to how much each business is likely to grow in the future. A lot of successful businesses reach a point where their growth starts to...
by Henry H. Jones, CPA, CVB | Dec 31, 2013 | Transition Planning
Developing a family business transition plan is a complex process, and although saving tax is an important consideration, it is not the only one. When you have spent much of your life establishing and successfully running a family business, of course it’s...
