Business Owner Planning
10 Effective Financial Planning Tips for Small Business Owners

As a small business owner, you’re expected to wear many hats. You’re the CEO, the CFO, and the Chief Marketing Officer all rolled into one. You’re responsible for the day-to-day operations of your business, long-term planning, and strategic decision-making. And while you might be the jack of all trades, there’s a good chance you’re not…

Author
Christopher K. Winn
Oct, 03 2022 · Business Owner Planning
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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…

Author
Christopher K. Winn
Jan, 30 2015 · All articles
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Top 10 Year-end Tax Moves for Business Owners & Accredited Investors

With only a few weeks left in 2014, there is still time to cut your tax bill.  We’ll review the more traditional strategies along with a few hidden gems specifically for business owners and accredited investors that often get over looked. The basic strategy for year-end planning is to time your recognition of income so…

Author
Christopher K. Winn
Dec, 10 2014 · All articles
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An Easy Exam to Test Your Business's Health

When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything.  How much pressure your blood is under as it courses through your veins is a reliable indicator of your overall health; and it can…

Author
Christopher K. Winn
Dec, 05 2014 · All articles
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New IRS Deadlines for Business Owners

In October 2016, the IRS issued a reminder to employers and small-business owners of a new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC to the Social Security Administration (SSA). The accelerated deadline, which was enacted as part of the Protecting Americans from Tax Hikes Act passed in late 2015, is designed…

Author
Christopher K. Winn
Dec, 14 2016 · All articles
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Growing Fast? Here’s What’s Likely To Kill Your Company

If your goal is to grow your Portland, Oregon company fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly grow yourself out of business. A positive cash flow cycle simply means you get paid before you have to pay others….

Author
Christopher K. Winn
Jun, 13 2018 · All articles
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