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The Value Report - Machen McChesney Business Advisory Insights

At Machen McChesney we are committed to Returning Value to you through our monthly e-newsletter, The Value Report.

Here you'll find regular tips to help with your business and personal finances, as well as strategies to grow and more efficiently run your organization. 

Table of Content
  1. Seven Tax Moves in the Summertime
  2. How to Stretch Out Estate-tax Payments
  3. 10 Tax Saving Tips for You and Your Business
  4. Education and Strategy are Key in Deciding When to File for Social Security
  5. Understanding the Value of Capitalization Rates-and the Risks
  6. What's New at Machen McChesney

Seven Tax Moves in the Summertime


Although summer is traditionally the time for rest and relaxation, you can still “work on” your 2016 tax bill. What’s more, special tax incentives for individuals and small-business owners have been restored by the Protecting Americans from Tax Hikes (PATH) Act of 2015. Here are seven popular tax-saving ideas. Continue reading.

How to Stretch Out Estate-tax Payments

iStock_73683435_LARGE-596198-edited.jpgAlthough you may have spent years building up a successful enterprise, your family may be forced to sell it soon after your death to pay the federal estate-tax bill. The full amount of estate tax is due nine months after an individual’s death. Fortunately, there is some tax relief for a family that inherits a small business. Continue reading.                                 

10 Tax Saving Tips for You and Your Business

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Education and Strategy are Key in Deciding When to File for Social Security 

iStock_69602581_LARGE-226333-edited.jpgUnderstanding the Challenge

“When should I begin to collect Social Security benefits?”

It's a question we hear often-and that's understandable.  People who are nearing the retirement age face this very difficult decision, and the actions they take can have profound implications. Continue reading

Understanding the Value of Capitalization Rates - and the Risks

iStock_37415006_LARGE-827797-edited.jpgWhen it comes to evaluating the fair value of income-producing real estate properties, capitalization rates - or cap rates, as they're widely known - are among the most useful tools available for buyers, sellers, property appraiser, bankers, and financial statement auditors. Continue reading.

What's New at Machen McChesney?

iStock_41667068_LARGE-822670-edited.jpgSponsorships, new hires, announcements
Continue reading.

We hope you found value in The Value Report you've received this month. We look forward to finding even more ways to Return Value to you in the future. 

Please feel free to visit our website or visit our blog at any time during the month to interact with additional valuable resources and helpful information.
If you have any questions on the topics above, please feel free to send us a message.
Machen McChesney
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