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SECURE ACT 2.0 HIGHLIGHTS

Posted on January 9th, 2023

What is the SECURE Act? As school and work adjourned for the holidays in late December, some of Congress’ most substantial efforts of the year were underway as its members sought to pass a 2023 fiscal year spending bill. Ultimately,… Read more→

Posted in Articles & White Papers, Blog, Private Vista

Understanding Inflation & What to do About It as an Investor

Posted on June 13th, 2022

Inflation is headline news in the US and around the world. Consumers are experiencing price increases on new cars, used cars, housing, food, energy andmore. The US Bureau of Labor Statistics reported that the Consumer Price Index(CPI) was up 8.5%… Read more→

Posted in Articles & White Papers, Blog, Private Vista

Keep or Sell Your Business

Posted on November 9th, 2021

Deciding whether to keep or sell your business can be one of the most challenging decisions for a business owner. Some owners spent a significant amount of time and energy starting their business from scratch or growing a nascent business into a… Read more→

Posted in Articles & White Papers, Blog, Private VistaTagged Retirement, selling your business, tax laws

Financial Planning Assessment: Which Succession Strategy is Best for your Financial Plan?

Posted on August 21st, 2020

There are many unknowns in the world today and that will not change in the near term.  Does that mean you should do nothing until this is over? Absolutely not. During times like these, creating a plan and then checking… Read more→

Posted in Articles & White Papers, Private VistaTagged financial assessment, financial planning, succession strategy

The Illinois Tax Exodus: Stay Or Leave?

Posted on December 17th, 2019

Do you know people who have moved out of state to save on taxes? Have you wondered whether a tax-saving change of residence might make sense for you? There’s a lot to consider, and it’s definitely not “one size fits… Read more→

Posted in Articles & White Papers, Private VistaTagged illinois taxes, state tax
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Entrepreneur and Family Business Councils at DePaul University
Driehaus College of Business

1 E. Jackson Blvd. Suite 7900 Chicago, IL 60604

Office: (312) 362-7518

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