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Kevin McKernan Kevin McKernan

The Business Owner's Path to Succession

For business owners, stepping away from their life’s work can trigger deep emotional and psychological challenges: fear of irrelevance, loss of purpose, and uncertainty about the future. But with the right support and mindset, this transition can be a powerful new beginning.

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Kevin McKernan Kevin McKernan

New Jersey Mansion Tax Alert

Big changes are coming for high-value property sales in NJ—new tax rates AND a shift in who pays. Sellers, take note: you're now footing the bill.

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Kevin McKernan Kevin McKernan

Understanding Business Owners Policies (BOPs)

From property and liability coverage to business interruption protection, a BOP can safeguard your business from unexpected losses. Explore what’s covered and what extras you might need.

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Kevin McKernan Kevin McKernan

Tax Checklist for Newlyweds

Just got married? Congratulations! But don’t forget—tying the knot comes with a few tax to-dos. From updating your name and address to adjusting your paycheck withholding, it’s important to stay ahead of the IRS.

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Kevin McKernan Kevin McKernan

Beware of Scams and Frauds Regarding SBA Loans

The SBA is sounding the alarm on rising fraud attempts targeting small business owners. Scammers may pose as SBA representatives, but there are key red flags to watch for—like emails not ending in @sba.gov or demands for upfront payments. Protect yourself and your business by knowing the signs.

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Kevin McKernan Kevin McKernan

Hurricane Season Starts June 1

The IRS is reminding individuals and businesses to safeguard important documents before disaster strikes. Being prepared can make all the difference when it comes to tax relief, insurance claims, and federal assistance.

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