Empower your sellers with sales enablement
Business owners: Make sure you’re giving your sales department the support it needs. To take things to the next level, consider sales enablement
Business owners: Make sure you’re giving your sales department the support it needs. To take things to the next level, consider sales enablement
6 business tax strategies to consider in 2024 As a business owner, we understand how overwhelming it can be to stay on top of all the changes in tax policies. With new rules constantly coming into play, it may feel like a never-ending battle to…
Individual tax strategies to improve your finances As we begin 2024, it’s a great time to consider how you can meet your personal and financial goals over the course of the next year. Taking charge of your individual taxes ahead of time is a fantastic…
The deadline to comply with a new U.S. Dept. of Labor rule regarding worker classification is fast approaching. Is your company ready?
Business owners: If you’ll need a commercial loan in the near future, start preparing early and build a strong sense of confidence in your case. Here’s how.
Nowadays, even small businesses are often expected to help employees save for retirement. The good news is there are some relatively easy ways to do so.
Business owners: Your company’s accounting software needs to be regularly reevaluated. Here are some factors in deciding whether to upgrade.
Justin Spinler, CPA, promoted to Partner, Tax at DSB Rock Island,
a top-rated public accounting firm located in the Twin Cities.
What is the Estate and Gift Tax Exemption Sunset? If you had a $13M gift card that expired on 1/1/26, what would you do? Right now, you have $13.6M per individual or $27.2M per married couple to gift or pass on through your estate tax-free…
Business owners: Make sure you don’t put off strategic planning for too long. Here are some ways to make the process more feasible and productive.
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Anika: Corporate Risk Management and Enhanced Value
Anika is the CFO of a corporation and is researching CPA relationships that can offer more resources as the company scales up. Needs include business risk management as well as individual services for the primary shareholders. Anika wants advisors, not just compliance services. At this business stage, we recommend:

Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures

Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives

Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management

Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services

Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Howard: Corporate Risk Management and Enhanced Value
Howard is the owner of a third-generation family business that involves real estate development. He is highly active in his community and relies on his CFO for daily operations. He is not sure to what extent his adult children will take over the business in the future, and he needs proactive planning and tax mitigation to sustain high business value. At this business and life stage, we recommend:

Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures

Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives

Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management

Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services

Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Jacob: Corporate Risk Management and Enhanced Value
Jacob owns a growing small business without a full-time HR function. He is ready to provide retirement benefits to attract and retain employees. His advisor needs to make the employee benefits process easy and informative while also looking out for Jacob’s personal financial planning and retirement. At this business and life stage, we recommend:

Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures

Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives

Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management

Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services

Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Radhika: Corporate Risk Management and Enhanced Value
Radhika is a successful franchisee who owns three stores and wants to double that with the help of her management team and outside advisors. She is building a financial legacy for her family while also helping her community. She has a strong development playbook, but she needs her advisor to proactively advise on taxation, due diligence and risk management. At this business and life stage, we recommend:

Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures

Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives

Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management

Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services

Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Tony: Corporate Risk Management and Enhanced Value
Tony has built a large franchise and is ready to transition or sell his stores. After that, he may become a franchisor of another enterprise or a franchise consultant. He wants a turnkey management approach with less day-to-day oversight while also growing his wealth through smart investments. At this business and life stage, we recommend:

Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures

Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives

Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management

Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services

Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
