In this month’s Client Line Newsletter, several pertinent topics are covered:
- To help you boost your business resources — or start a new business — in 2024, you may want to consider a small-business grant instead of a loan
- Be aware of this estate planning change regarding capital gains tax
- Do you know what your asset allocation is?
- The SBA is also implementing the Community Advantage SBLC license for nonprofits and mission-oriented lenders who wouldn’t otherwise qualify to be SBA lenders.
Click HERE to download and view the newsletter.