2024

• Overdoing It? Don’t Let Your Strengths Become Weaknesses1 October 2024
• Top Estate Planning Factors for Real Estate Investors24 September 2024
• IRS Provides Tax Relief for all Louisiana Victims of Hurricane Francine17 September 2024
• New RFG Whitepaper – Succession Planning For Business Owners – Part I!10 September 2024
• Want to Transition from Employee to Entrepreneur? RFG Can Help You Do It Right!3 September 2024
• Happier Employees Are More Productive! How We Can Foster Happiness27 August 2024
• Entrepreneurs & Risk Exposure – Mitigation Strategies20 August 2024
• The Cost of Money for Closely Held Businesses13 August 2024
• Why You Need to Know the Value of Your Closely Held Business6 August 2024
• Get It on Paper! Why Written Agreements Are Essential for Any Business30 July 2024
• Eric and Meghan Rigby’s European Vacation23 July 2024
• Compensation Irregularities in Family-Owned Businesses – Why They Matter, and How to Avoid Them16 July 2024
• Considering a Roth Conversion? Timing Matters!9 July 2024
• Independence Day 20242 July 2024
• The Balancing Act – Estate Planning for Your Heirs25 June 2024
• Bill Walton / The Grateful Dead – Two Passions, One Spirit18 June 2024
• It Takes An Entrepreneur to Know One – But it Took Me a While to Realize . . . I Am One11 June 2024
• Avoid These 5 Common Mistakes When Planning For Retirement!4 June 2024
• IRS Waives Penalties for Some Missed RMDs on Inherited IRAs28 May 2024
• Business Owners: Often Overlooked Business Tax Deductions28 May 2024
• Attention, Real Estate Investors! Do You Know How Cost Segregation Can Help You Save on Your Taxes?21 May 2024
• Jazz Fest 2024 – Showing the Kids How It’s Done!14 May 2024
• Get Your Free Copy of Our New Whitepaper on Often Overlooked Business Tax Deductions!7 May 2024
• Do You Need to Report Your Confidential Business Information to the Federal Government?30 April 2024
• Top Tips for Residential Real Estate Investors23 April 2024
• Official Release Today – Eric Rigby’s New Book! Get Your Free Copy!16 April 2024
• Is Your Estate Plan Due For a Check-Up?9 April 2024
• What Your HSA Can Do for You – Now and in the Future2 April 2024
• Management Skills for Business Scaling26 March 2024
• Spring is Coming!19 March 2024
• How to Hire Top Talent in a Tight Labor Market12 March 2024
• How to Rent Out Your Home Tax Free – The Masters Rule5 March 2024
• The Circle of Life27 February 2024
• IRS: 2024 Income Tax Bracket Thresholds – Inflation Strikes Again!20 February 2024
• Mardi Gras – Truly a Moveable Feast!12 February 2024
• Be Prepared! Bi-Partisan Tax Relief Passes House6 February 2024
• Increased Retirement Plan Contribution Limits for 202430 January 2024
• How to Scale Your Business For Future Growth23 January 2024
• Cash Flow & Your Business – Best Practices From a Virtual CFO16 January 2024
• IRS More Than Doubles Interest Rate (Penalty) on Estimated Tax Underpayments Over 2021 Rate9 January 2024

2023

• 2024 – New Year In, Old Year Out26 December 2023
• Happy Holidays from Rigby Financial Group!19 December 2023
• Roth IRAs and Income Tax Liability – How to Protect Your Assets12 December 2023
• Income Tax Provision – Let’s Talk Taxes!5 December 2023
• Valuations – What Is Your Business Worth?28 November 2023
• Gratitude Amid Uncertainty – Happy Thanksgiving!21 November 2023
• This Thanksgiving, Let’s Keep it Kind15 November 2023
• How Are C Corporations Taxed?14 November 2023
• What Are Virtual CFO Services?7 November 2023
• Happy Halloween!31 October 2023
• Why You Need to Update Your Beneficiary Designations25 October 2023
• Plan NOW For Your 2023 Taxes!18 October 2023
• Tax Deadline Relief Due to Saltwater Intrusions!11 October 2023
• Changes Coming for RFG!4 October 2023
• Don’t Get Scammed!27 September 2023
• The Portability Election – And Why It’s Important!20 September 2023
• When Do You Need a Trust?13 September 2023
• The Family Meeting on Your Financial Affairs – and Why You Need to Have One6 September 2023
• Why You Need a Financial & Estate Organizer – and What to Put in It30 August 2023
• The Unlimited Spousal Deduction Explained24 August 2023
• Wills and Powers of Attorney – Why You Need Both16 August 2023
• When a Change of Scene Brings a Change of Perspective2 August 2023
• You’ve Sold Your Business – Sunset, or Sunrise? Your Call!26 July 2023
• Passing the Baton: After-Sale Transitions19 July 2023
• When Should You Start Planning to Exit Your Business?12 July 2023
• Independence Day5 July 2023
• Explained – Goodwill in Business Sales28 June 2023
• Opportunity Knocks – RFG is Seeking One Great Tax Manager27 June 2023
• C Corp to S Corp Conversion – is it Right for Your Business?21 June 2023
• Selling Your Business – Taxation of Asset Sales14 June 2023
• AICPA ENGAGE 23!7 June 2023
• Welcome, Summer!31 May 2023
• Selling Your Business – Taxation of a Stock Sale25 May 2023
• What is Your Closely Held Businesses Worth?17 May 2023
• Valuing Your Closely Held Business For Sale10 May 2023
• Getting Your Closely Held Business Ready for Sale26 April 2023
• Temperance and Discipline – on These Hang Other Virtues12 April 2023
• The Smartest People are Often Unhappy – But They Don’t Have to Be!5 April 2023
• U.S. and International Banking – How Many More Shoes Will Drop?29 March 2023
• Strategies to Boost Productivity and Reduce “Busyness”15 March 2023
• Are We Too “Busy” To Be Our Most Productive?8 March 2023
• Preview of Upcoming Email Series8 February 2023
• Leverage the 2023 Estate and Gift Tax Exemptions – While They Last!1 February 2023
• SECURE 2.0 Enacted – Key Highlights25 January 2023
• Emerging Business Opportunity: Peer-to-Peer Loans18 January 2023
• Yes, You Really Can Schedule Creativity!4 January 2023

2022

• Happy New Year! It’s Time for Our Resolutions for 2023!28 December 2022
• Happy Holidays from Rigby Financial Group!21 December 2022
• Retirement Plan Contribution Limits for 202314 December 2022
• Act Now to Take Advantage of 2022 Tax Breaks!7 December 2022
• Self-Care is Also Care for Others30 November 2022
• Thankfulness in Difficult Times23 November 2022
• Payout Rules for Beneficiaries of Inherited IRAs16 November 2022
• Remote Work is Here to Stay9 November 2022
• IRS: Inflation Drives Up 2023 Income Tax Bracket Thresholds2 November 2022
• IRS: 2022 Taxes – Inflation Adjustments26 October 2022
• IRS Proposes Changes to the New 10-Year Payout Rule on Inherited IRAs19 October 2022
• The End of the Stretch IRA – and Ways to Compensate12 October 2022
• 2022 Retirement Plan Contribution Limits5 October 2022
• Ensuring a Happy Retirement28 September 2022
• Taxation in Retirement – Be Prepared!21 September 2022
• Roth IRAs – To Convert, or Not to Convert?14 September 2022
• How Much Stuff Do We Really Need?7 September 2022
• Should You Roll Your 401(k) Into an IRA When You Retire?31 August 2022
• Beneficiary Designations and Why They Matter17 August 2022
• The Ins and Outs of RMDs – Explained10 August 2022
• Allocating Your Retirement Portfolio27 July 2022
• Planning for Retirement in a Volatile Market20 July 2022
• How the SECURE Act Changed Retirement Plans13 July 2022
• When to Hire a Newbie versus an Experienced Pro6 July 2022
• Keep it Going – Forecast v Actuals29 June 2022
• Monthly Financial Forecasts – Explained22 June 2022
• Forecasting Business Goals15 June 2022
• Why It’s Better to Focus on Your Strengths than on Your Weaknesses8 June 2022
• Top Tips to Consider When Selling Your Business1 June 2022
• Buyer’s Tax Considerations When Purchasing a Closely-Held Business25 May 2022
• At Last! JazzFest Returns to New Orleans18 May 2022
• When to Trust Your Gut – and How to Listen to It11 May 2022
• Life After Selling Your Business – What Comes Next?4 May 2022
• Transitioning Out of Your Former Business27 April 2022
• Executing and Closing the Sale13 April 2022
• Life is Finite; Death is Final. In the Meantime . . .6 April 2022
• The Purchase Agreement: Explained30 March 2022
• Effective Sell-Side Due Diligence23 March 2022
• New Proposed IRS Regulations on RMDs16 March 2022
• Amanda Doherty’s Journey9 March 2022
• Allocating the Purchase Price2 March 2022
• Qualified Small Business Stocks – IRS Section 1202 Explained23 February 2022
• Structuring the Sale16 February 2022
• Partnership Buy-Sell Agreements9 February 2022
• Letter of Intent: Explained2 February 2022
• How Do You Find a Buyer for Your Closely Held Business?19 January 2022
• Are You Ready to Sell Your Closely-Held Business?13 January 2022

2021

• New Year, New Goals29 December 2021
• Happy Holidays from Rigby Financial Group!21 December 2021
• It’s Almost 2022 – Are We Still Multi-Tasking?15 December 2021
• The House’s Version: The Build Back Better Act, Explained8 December 2021
• Changes to the Employee Retention Tax Credit in the Infrastructure Investment and Jobs Act1 December 2021
• So Much to be Thankful For24 November 2021
• C. S. Lewis’ “The Inner Ring”17 November 2021
• Measuring Success – Don’t Fall into the Gap!10 November 2021
• Avoid Worry and Anxiety – the Marcus Aurelius Way3 November 2021
• JazzFest’s Return Delayed – But Don’t Give up Hope!27 October 2021
• Hurricane Ida – Unreimbursed Business Losses20 October 2021
• Hurricane Ida – Insured Business Losses13 October 2021
• Hurricane Ida – Unreimbursed Personal Casualty Losses6 October 2021
• Hurricane Ida – Covered Personal Casualty Losses29 September 2021
• Roth Accounts – New Proposed Limitations Explained23 September 2021
• Explained: Proposed Tax Changes from the House Ways and Means Committee15 September 2021
• Hurricane Ida – Business Loss of Income Claims9 September 2021
• RFG is Here to Help Your Business Recover7 September 2021
• Hurricane Ida – Insurance Coverage & Mandatory Evacuations2 September 2021
• Tax Relief for Victims of Hurricane Ida31 August 2021
• How to Manage Your Work Day More Effectively25 August 2021
• Helping People, Giving Back18 August 2021
• Make Work Simpler: The Eisenhower Decision Matrix11 August 2021
• Understanding Effective Strategies for Wealth Management10 August 2021
• Update – PPP Loan Forgiveness4 August 2021
• How I Prioritize – The Four Burners Theory28 July 2021
• The Green Book – President Biden’s Tax Proposals21 July 2021
• The Privacy of Your Tax Data? Fuggeddaboutit!14 July 2021
• What JazzFest’s Return Means to Me7 July 2021
• Creating a Digital Estate Plan1 July 2021
• Expect the Unexpected IX –10 Things NOT to do in a Crisis30 June 2021
• Expect the Unexpected VIII – Top 10 Things to Do to Prepare for a Crisis23 June 2021
• Expect the Unexpected VII – Communicating Your Plan15 June 2021
• Strategies for Generational Wealth Transfer15 June 2021
• Expect the Unexpected VI – Testing Your Plan8 June 2021
• Expect the Unexpected V – Technological Risks2 June 2021
• Expect the Unexpected IV – Ensuring Business Continuity26 May 2021
• How Tax Increases May Impact Your Succession Plan: Things You Should Know25 May 2021
• Expect the Unexpected III – Designing Your Response Strategy19 May 2021
• Expect the Unexpected II – Identifying Your Risks12 May 2021
• What Are Some Things You Can Do in 2021 To Position Yourself and Your Business for a Potential Tax Increase?11 May 2021
• Expect the Unexpected – Why a Closely-Held Business Needs to Plan For Contingencies5 May 2021
• War Stories – Katrina28 April 2021
• Is Your Business Doing Enough – Or Any – Succession Planning?26 April 2021
• New Updates: PPP Loan Forgiveness, Part 221 April 2021
• New Updates: PPP Loan Forgiveness, Part 114 April 2021
• Are You Doing Enough — Or Any — Succession Planning?12 April 2021
• Remote Life7 April 2021
• New SBA Guidance Changes PPP Rules for Schedule C Filers31 March 2021
• SBA to Administer New Grant Program for Shuttered Venue Operators29 March 2021
• Learn Better – the Feynman Way24 March 2021
• IRS Extends 2020 Filing, Tax Payment Deadline to May 17, 202118 March 2021
• 2021 – Why You Should Plan for Your Estate This Year17 March 2021
• Anger: Don’t Run Your Motor on Bad Fuel10 March 2021
• Progress on COVID-19 Relief3 March 2021
• Expectation Versus the Open Mind24 February 2021
• Unpacking the Proposed House COVID Pandemic Relief Bill17 February 2021
• What’s Your Story?10 February 2021
• PPP Round II Loans – What’s New?27 January 2021
• Busy Does Not Mean Productive20 January 2021
• It Took Me a While to Realize . . .13 January 2021
• The ERC – 2020 v 20216 January 2021

2020

• COVID-19 Relief – Year-End Legislative Roundup31 December 2020
• Happy Holidays24 December 2020
• COVID-19 Relief? Not Yet!23 December 2020
• COVID-19 Relief? Negotiations Continue18 December 2020
• Congressional Compromise? $908 Billion for COVID Relief in Two Bills16 December 2020
• What a Biden Presidency Might Mean for Estate Taxes, Wealth Transfers, and Inherited Assets9 December 2020
• What a Biden Presidency Might Mean for Business Taxes2 December 2020
• New IRS Guidance – Expenses Paid with PPP Loan Proceeds Are Not Deductible25 November 2020
• What a Biden Presidency Might Mean for Individual Taxes18 November 2020
• 2021 – Tax Policy and the All-Important Senate11 November 2020
• SBA Issues New Requirements for PPP Loan Justification5 November 2020
• Can Our Smartphones Make Us Less Smart?28 October 2020
• How to Save Money in a Difficult 2020 With Tax Planning21 October 2020
• PPP Loans – New Guidance for Loans Under $50K, Clarification on Deadlines14 October 2020
• The Overscheduled Life – and How to Avoid it7 October 2020
• PPP Loans – Updated Guidance30 September 2020
• Unplug and Breathe23 September 2020
• Travel and Human Connection16 September 2020
• Humble and Kind9 September 2020
• How Do You Make a Beautiful Day?2 September 2020
• Independence or Interdependence? It’s a False Choice!26 August 2020
• What is Fellowship?19 August 2020
• Guidance on Executive Order Regarding Social Security Taxes12 August 2020
• Serendipity5 August 2020
• Education in the Time of Coronavirus30 July 2020
• Wait! Why it Doesn’t Make Sense to Apply for PPP Loan Forgiveness Yet22 July 2020
• Reap the Benefits of Deliberate Practice15 July 2020
• SBA Begins Accepting New PPP Loan Applications; Good Faith Certifications8 July 2020
• House Joins Senate, Passes Extension to Apply for PPP Loans2 July 2020
• PPP Loans – Early Forgiveness Available, SBA Issues New Forgiveness Applications24 June 2020
• PPP Loan Forgiveness – SBA Issues New Interim Final Rule17 June 2020
• New Guidance – Partial PPP Loan Forgiveness Intact10 June 2020
• Senate Passes Bill to Relax PPP Loan Forgiveness5 June 2020
• House Passes Bill to Relax PPP Loan Forgiveness3 June 2020
• Senate Unanimously Passes Extension to Apply for PPP Loans1 June 2020
• PPP Loan Forgiveness – SBA Issues 2 New Interim Final Rules28 May 2020
• SBA Issues PPP Loan Forgiveness Application20 May 2020
• PPP Maximum Allowable Forgiveness Amount13 May 2020
• IRS Now Says No Tax Deduction For PPP Covered Expenses6 May 2020
• UPDATE – House Passes Additional Funding for Small Business Relief29 April 2020
• The Virtual CFO Minute Episode V29 April 2020
• Senate Passes Additional Funding for Small Business Relief22 April 2020
• The SBA Changes its Mind Again – New Guidance on PPP Loan Applications For Partnerships15 April 2020
• The Paycheck Protection Program Could Help Your Business Now7 April 2020
• Senate Reaches Agreement on Third Coronavirus Stimulus Bill25 March 2020
• Fact versus Fiction – Tax Filing and Payment Deadlines19 March 2020
• Be Safe, Be Alive!18 March 2020
• Talent – or Skill?11 March 2020
• The Virtual CFO Minute – Episode IV4 March 2020
• To Be Or Not To Be Overwhelmed – It’s Your Choice26 February 2020
• Know What to Expect19 February 2020
• The Virtual CFO Minute – Episode III12 February 2020
• The Virtual CFO Minute – Episode II5 February 2020
• The SECURE Act of 201929 January 2020
• The Virtual CFO Minute22 January 2020
• Overcoming Obstacles15 January 2020
• January 2020 Challenge7 January 2020

2019

• Happy Holidays!18 December 2019
• Success11 December 2019
• How to Spark Joy in Your Life3 December 2019
• An Umbrella is Not a Satsuma27 November 2019
• Margins – When is it Better to Color Inside the Lines?20 November 2019
• In Crisis? Text 741741 to be Seen and Heard13 November 2019
• Employing Family Members6 November 2019
• The Future is Female31 October 2019
• Dashboards – How Can They Help You Run Your Business?23 October 2019
• The Third Biggest Reason to Hire a Virtual CFO16 October 2019
• The Second Biggest Issue We See With Not Having a Virtual CFO – And How To Overcome It!9 October 2019
• The Biggest Issue With Not Having a Virtual CFO2 October 2019
• The Power of Having a Virtual CFO24 September 2019
• 9 TO 517 September 2019
• Keeping Up With the Joneses11 September 2019
• Use Your Best Judgement28 August 2019
• Post For 201913 August 2019
• The Amazing Internet7 August 2019
• Are You Really Listening?31 July 2019
• Wimbledon 2019 – Never, Never, Never Give Up!24 July 2019
• The Mountain and I17 July 2019
• Tax Planning for 2019 – It’s Time!10 July 2019
• Be More Effective – Put Some Slack in Your Schedule19 June 2019
• Invictus12 June 2019
• Chainsaw or Scalpel?5 June 2019
• This Will NOT “Only Take A Minute”29 May 2019
• The Meditative Mind in the Digital Age22 May 2019
• Got Worries?15 May 2019
• I Think I Have the Post Jazz Fest Blues8 May 2019
• Qualified Opportunity Zones – New Proposed Regulations1 May 2019
• Make Things Better – A Controversial Statement?29 April 2019
• 5 Steps To Make Your Presentation More Persuasive10 April 2019
• To Outsource, or Not to Outsource? It Turns Out That is a Question3 April 2019
• Proper Prior Planning Prevents Poor Performance27 March 2019
• The Avocado Principles17 March 2019
• Practice Makes . . .13 March 2019
• Four Rules for Deep Work · Rigby Financial Group27 February 2019
• Do-Overs20 February 2019
• Can We Make Ourselves More Intelligent?20 February 2019
• The Power of Authenticity13 February 2019
• This is Marketing6 February 2019
• Opportunity Zones – Deferral of Gains Offers Flexibility for Investors30 January 2019
• Saints Rammed by the Zebras23 January 2019
• Slow Down and Appreciate Life16 January 2019
• After the Holidays . . .9 January 2019

2018

• Happy Holidays!19 December 2018
• 2018 Year-End Top Tax Planning Tips12 December 2018
• Christmas Reflections – What Are You Grateful for This Year?5 December 2018
• Put a Shine on Your Shoes and in Your Heart28 November 2018
• What Will You Be Drinking This Thanksgiving?21 November 2018
• Be Great, Be Remarkable!14 November 2018
• Free Days and Why They Matter7 November 2018
• Should You Play Trick or Treat with This Stock Market?31 October 2018
• How to Save on Your Taxes Through Investment in Qualified Opportunity Zones24 October 2018
• A Thing of Beauty is a Joy Forever10 October 2018
• The Hidden Brain26 September 2018
• Thoughts on Hurricane Florence19 September 2018
• Thoughts on a Legend’s Retirement13 September 2018
• Autumn Transitions and Opportunities29 August 2018
• Qualified Opportunity Zones Offer Potential Tax Savings22 August 2018
• Qualified Business Deduction of 20%15 August 2018
• Post For 201813 August 2018
• Don’t Limit Your Own Happiness – 5 Traps to Avoid8 August 2018
• How to Implement Your Goals1 August 2018
• 7 Characteristics Shared by the Most Productive People25 July 2018
• Make Your Vacation Last Longer11 July 2018
• Focus and Create: 10 Thoughts for Entrepreneurs27 June 2018
• 5 Tactics to Help You Get Through Hard Days20 June 2018
• How to Avoid the Top 5 Mistakes Entrepreneurs Make13 June 2018
• 7 Steps to Take While in Transition6 June 2018
• Stop Being Your Harshest Critic!23 May 2018
• Being Worthy of Trust16 May 2018
• Can Slowing Down Make You Happier? More Productive?9 May 2018
• There’s Only One Happiness in This Life – to Love and be Loved2 May 2018
• Free Days – Rest and Rejuvenation Matter!25 April 2018
• Self-Talk – How the Tough Get Going18 April 2018
• Avoiding Financial Envy11 April 2018
• Practicing Creative Gratitude4 April 2018
• Everybody’s Got Somebody to Thank28 March 2018
• How to be Better Informed While Reading Less21 March 2018
• Does Vulnerability Lead to Confidence?14 March 2018
• Finding Better Solutions7 March 2018
• Hope Springs Eternal28 February 2018
• 4:00 A.M. – The Most Productive Time of Day21 February 2018
• Be Present and Avoid FOMO14 February 2018
• Explore New Places and Expand Your Mind7 February 2018
• How to Take More Time Off and Be More Productive31 January 2018
• One Key to Success – Doing Less!24 January 2018
• Tax Reform 2017 – What Does It Mean For Your Business?17 January 2018
• Tax Reform 2017 – What Will it Mean For You and Your Family?3 January 2018

2017

• Success With Humility – The Manning Way27 December 2017
• The Search For Happiness19 December 2017
• Proper Prior Planning Prevents Poor Performance13 December 2017
• Risk Management and Snow Skiing29 November 2017
• Who Says You Can’t Buy Happiness?22 November 2017
• Investing – a Marathon, not a Sprint15 November 2017
• Why Does Money Matter to You?9 November 2017
• Breaking News – White House and Congressional GOP Leaders Announce Tax Reform Blueprint28 September 2017
• Senate Agreement Opens a Road to Tax Reform27 September 2017
• Succession Planning: What Business Owners Need to Know6 September 2017
• The Outlook for 2017 Tax Reform8 August 2017
• U.S. Economic Performance: January 1 through June 30, 201720 July 2017
• Tax Reform: 1031 Exchanges22 June 2017
• Tax Reform Status25 May 2017
• What We Think Tax Reform Should Look Like27 April 2017
• Deep Work – How to Get More Done in Less Time15 February 2017