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Articles

Becky Fitzhugh, Sobel & Co.
This is the second in a three part series on financial issues that a couple should consider; before, during, and after a marriage. The first part,...
Chris Martin, CPA
Manager, Sobel & Co. Retail Practice
The holiday season has long been an essential time for the retail community, as the term “Black Friday” indicates.  What is Black Friday Anyway...
The Sobel & Co. November 2017 Case Study is focused on how a company can be effectively positioned for growth by gaining a CPIM Certification and...
By Bernard Holst III, Horizon Pest Control
 Why is it that we will spend thousands of dollars to go visit the world’s most famous mouse in Florida or California at his home?  But it...
By Jeff Peskin, CPA , Sobel & Co.
 Roth IRAs have become a popular way to prepare for retirement. One valuable piece of advice we give to our clients when they are making...
Megan Kelly, CPA, CFE
Sobel & Co.
According to The True Link Report on Elder Financial Abuse 2015, seniors lose approximately $36.48 billion each year due to elder financial abuse....
Chris Martin, CPA Sobel & Co.
 No one denies the desperate statistics regarding obesity in the United States.  The National Institute of Health (NIH) says, “Among...
Ken Bagner, CPA, MST, CGMA – Member of the Firm
Elizabeth Harper, CPA – Member of the Firm
 It is important to note that many of the dollar limits for retirement planning are changing in 2018. Here are some details for you:  The...
Sally Glick
The Importance of Understanding a Multi-Generational WorkforceFor the first time ever, there are four generations working side by side in the United...
By Michele Leppard
 Valuation, Strategy & Litigation Support Group, Sobel & Co.Business leadership should be looking at their companies as teams with a...

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