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Glickstein
Laval
Carris, P.A.
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3rd Quarter 2018 |
The shareholders and professionals at Glickstein Laval Carris, P.A. are pleased to provide you with our 3rd Quarter 2018 newsletter. We hope you are enjoying your summer and staying nice and cool!
Glickstein Laval Carris, P.A.
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Our Professionals
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[email protected] Mary C. Dantuma, CPA, MST, CGMA [email protected] Bethany K. Lusby, CPA, MST [email protected] Richard M. Ornstein, CPA, CGMA [email protected] Steven P. Gooden, CPA [email protected] Leslie A. Ellis, CPA, MSA, CGMA [email protected] |
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Neal Carris, CPA has retired!
Congratulations to Neal, we will miss you!
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Understanding Your Cash Flow and Financial Statements
By Bethany K. Lusby, CPA, MST
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Making a Family File
By Mary C. Dantuma, CPA, MST, CGMA
One of the most difficult things for a family to deal with after the death of a loved one is sorting through the endless paperwork needed to get the estate in order. It is important that your documents are in order to ensure prompt payout on any life insurance policies. By creating a "family file" that contains all of the important documents needed in the event of your death, you can make an already painful process a little bit easier for your loved ones.
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Succession Planning: 3 Emotional and Logical Roadblocks to Overcome
By Richard M. Ornstein, CPA, CGMA
Succession planning is a process that every business owner thinks about, however, identifying and developing new leaders is easier said than done. According to Business Enterprise Institute's 2016 Business Owner Survey Report,
- 79 percent of business owners plan to exit their business in the next ten years,
- 38 percent have not taken any steps toward their exits,
- 80 percent of business owners associate a successful exit to good planning, yet
- 68 percent of these same owners have placed exit planning as a low priority, compared to other current business needs.
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Glickstein Laval Carris, P.A.
220 E. Central Parkway, Ste. 1040 Altamonte Springs, FL 32701 Phone 407.645.4775 Fax 407.629.1606 glccpa.com [email protected] |
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