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Tradition

Cover & Rossiter September Newsletter

 
Happy Fall to all of our clients, friends and associates. We hope you enjoy our September issue of Tradition. We welcome your questions and comments about any of the topics in this newsletter. It is our goal to become one of your primary financial resources, and we hope you will find the information helpful. If you have any financial concerns or questions that you would like addressed, we'd love to hear from you! Please don't hesitate to contact us directly.    

In this Issue:

Overseas Investing


Many of us dream of traveling overseas for a time to exotic locales where we can relax with few regulations, forget about worries and risks and come back greatly enriched. Similarly, many nonprofit financial managers dream of going overseas with their endowment funds. But like any journey, it pays to plan appropriately.

Five Basic Tax Tips for New Businesses



If you start a business, one key to success is to know about your federal tax obligations. Not only will you probably need to know about income taxes, you may also need to know about payroll taxes as well. Here are five basic tax tips that can help get your business off to a good start. 

 

Leaving a Business: Which Exit Plan is Best?


Selecting your business successor is a fundamental objective of planning an exit strategy and requires a careful assessment of what you want from the sale of your business and who can best give it to you. 

There are only four ways to leave your business: transfer ownership to family members, Employee Stock Option Plan (ESOP), sale to a third party and liquidation. 
 

Within the Firm News

75 Days of Service: FoodBank Donation Update

 
Cover & Rossiter is working hard on our 75 days of Service. One of our many service efforts is collecting food  in our lobby for the FoodBank of Delaware. We invite staff, clients and associates to bring in non-perishable foods and drop them in the barrels located in our office. Our goal is to collect 750 lbs of food – in August we have 173 lbs. 
 



Looking Ahead to 2015

 
Have you experienced a major event in your life or changed your address? If so, please contact your Cover & Rossiter advisor so that we can be sure to provide you with the best advice and uninterrupted service. You can also update your information here.

Copyright © 2014 Cover & Rossiter, All rights reserved.


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