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July 2, 2024 in Business Planning
If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million businesses in 2024 alone. Suppose you own more than 25% of a company, directly or indirectly. In that case, you must be included in the company’s Beneficial Ownership Information (BOI) report, filed with...

June 10, 2014 in Business Planning, In The News, SageBroadview News
Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of the January 2014 merger between SAGE Advisory Group and Broadview Financial Planning to form SAGEbroadview Financial Planning. From the outside, we hope we made it look...