Koontz & Associates Blog

Do You Need a Business Plan for Next Year?

Tuesday, November 17, 2020

John Seiffer (CEO Boot Camp) joins Jo Ann Koontz and Marina Parkin to discuss the purpose of having a business plan for next year, or if it makes sense to skip it. A business plan can help achieve a new goal or milestone for your company. John Seiffer defines the types of goals to set and how to create accountability to meet the goal.

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How to Buy a Business: Business Purchase Contracts

Tuesday, November 10, 2020

Jackie Durham and Jo Ann Koontz (Koontz & Associates, PL) share important information about common provisions and contingencies you need to be aware of when buying or selling a business. Business purchase contract are complicated. The contracts can be drafted in your favor or against from the other party. Reviewing these common provisions and contingencies will ensure you're prepared when negotiating a business purchase contract.

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Partnerships vs S Corporations

Tuesday, November 3, 2020

Correctly choosing between a partnership or an S Corp when forming your business will provide maximized tax savings and legal protection. Jo Ann Koontz (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) explore the details of each entity and help you choose which is right based on your type of business.

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Documentary Stamp Tax Considerations

Tuesday, October 27, 2020

Jo Ann Koontz and Jackie Durham talk documentary stamp tax. What are doc stamps? Why do they exist in Florida? Can they be avoided? Learning about documentary stamp tax will help you prepare for your next real estate transaction. Don't be caught off guard and don't don't try to run. Instead, be informed and prepared to include them in your closing costs.

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Get More Sales with John Seiffer - Part 1

Tuesday, October 20, 2020

John Seiffer, CEO Bootcamp, introduces the Buyer's Journey of a customer to help you identify how you should engage with your next customer. Watch this video to learn what questions to ask about your sales process, how to create personas and the steps to get new customers in the sales cycle of the Buyer's Journey.

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Difference Between Independent Contractors and Employees

Tuesday, October 13, 2020

Jo Ann Koontz and Jackie Durham host attorney Whitney Harper (ADVOS Legal) to talk about the difference between independent contractors and employees. Misclassifying your employees and contractors will likely cause legal and tax issues for your business. Listen to Jo Ann, Jackie and Whitney discuss why many business owners will run into trouble and how they can fix issues with the treatment of their employees and independent contractors.

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Tax Impact of Purchasing a Business

Tuesday, October 6, 2020

Marina Parkin (Koontz & Parkin, CPAs) and Jackie Durham (Koontz & Associates, PL) discuss the details and importance of your due diligence when purchasing a business. Make sure the details and numbers of the business you're buying are sound so that you start off on the right foot as a business owner. Are you buying the assets of a business or the stock of a business? How will you form your new entity? What is your tax obligation when buying the business? How will you compensate yourself and employees after the purchase?

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Transition from a Sole Proprietorship to an S-Corp

Tuesday, September 29, 2020

Marina Parkin (Koontz & Parkin, CPAs), Jo Ann Koontz and Jackie Durham (Koontz & Associates, PL) explain the why, when and how of moving from sole proprietorship to an S-Corp. Creating your legal entity and S-Corp election will have substantial tax benefits and legal protection for your business. Watch these steps you need to take to enjoy the tax benefits and avoid disappointment when issues arise for not having your S-Corp established.

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Think Like a CEO with John Seiffer, CEO Bootcamp

Tuesday, September 22, 2020

John Seiffer, CEO Bootcamp, joins Jo Ann Koontz (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) to teach you how to think like a CEO. If you can think like a CEO, you'll be able to see the value you provide as your customer defines it, separate yourself from your business and take advantage of CEO time.

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Legal Ins and Outs of Purchasing a Business

Tuesday, September 15, 2020

Jo Ann Koontz and Jackie Durham (Koontz & Associates, LP) outline the legal aspects of buying a business. The purchase of a business is an exciting moment, however the complexities of contract agreements can result in costly oversight if not sorted from the beginning. Jo Ann and Jackie describe many of the complexities you will inevitably encounter when purchasing or selling a business.

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