Coffelt Attends Exclusive Business Advisor Seminar
2020-05-22 11:49 Coffelt Attends Exclusive Business Advisor Seminar           Roxanne Coffelt recently attended a two-day invitation-only seminar and training session hosted by the International Growth and Exit Planning Association (IGEPA.)  The session was attended by members of the IGEPA along with certain growth planners who received an exclusive invitation to attend.    The main focus of the training ...
Coffelt Strengthens Advisory Skills
2019-11-19 16:30   Coffelt Strengthens Advisory Skills       From Ink Free News, November 11, 2019: WARSAW — Roxanne Coffelt recently attended a week-long seminar and training session with other CPAs from around the United States and Canada. The specific purpose of the conference was to strengthen advisory skills, specifically in the area of profit and growth consulting. Participants were experienced, hav...
A Beginner's Guide to Business Valuation
2019-03-07 13:41   A Beginner's Guide to Business Valuation         A business valuation can be a confusing subject if you aren’t well versed with how or when it’s done. However, if you plan to buy or sell a business, getting a valuation is the first step to make the right call. That’s because a business valuation represents the amount buyers in the market are willing to pay for a company, which can be ver...
Checklist for S-Corp Taxes
2019-01-01 13:36   A Checklist to Filing Returns as a New S-Corporation       As a Certified Public Accountant in Warsaw, Indiana, I understand that filing tax returns for a new S-Corporation, or LLC can be quite a challenge. Without the right help, filing tax returns can be viewed as a stressful or laborious task, but with a little preparation, you can handle your filing quickly and easily. As an expert i...

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