Barbara Weltman

Is succession an option for your exit strategy?

Barbara Weltman joins Jim Blasingame to talk about the option of arranging for an internal transfer of control of your business ownership as an exit strategy, including an ESOP, employee stock option plan.

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Barbara Weltman joins Jim Blasingame to report on the completion and execution of the USMCA trade deal between the U.S., Canada and Mexico, which will become important to our hemisphere, including special provisions for small businesses.
Barbara Weltman joins Jim Blasingame to report on what has and has not changed in the 2020 tax compliance world, including IRA and HAS contributions, filing dates, and extensions for some payroll taxes.
Barbara Weltman joins Jim Blasingame to report on what’s now due on the new tax filing date of July 15, including tax returns and payments, plus how the changes impact other elements, like payroll taxes and filing extensions.
Barbara Weltman joins Jim Blasingame to report on how tax deductions for home-based businesses are currently being treated, plus some upcoming new allowances.
Barbara Weltman joins Jim Blasingame to report on how the pandemic shutdown caused the adjustment of when tax payments to be due were moved forward to help small businesses.