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K·Coe Insights

Focus Your Family Business on Its Legacy this Holiday Season

By Jill Eberhart | November 21, 2018
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Reading Time: 2 minutes By Jeanne Bernick, K·Coe Isom Market Strategist and Certified Family Business Advisor For many of you the stress of harvest season is over and now you enter a new season in family business: the holidays! As if working with family isn’t challenging enough, now there are mandatory meals and celebrations …

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A Lesson in Technician Loyalty

By K·Coe Editorial | November 20, 2018

Reading Time: 3 minutes With the skilled labor shortage among the biggest ongoing challenges for many industries, businesses are sharpening their focus on key retention strategies that will keep workers engaged and loyal. And experts wholeheartedly agree – retention is core to the growth of businesses. “For equipment dealerships in particular, we have seen …

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Craft Brewers Leaving R&D Tax Credits Untapped

By K·Coe Editorial | November 16, 2018

Reading Time: < 1 minute Opportunities Available to Reduce Income Tax Liabilities Tax reform has created ample changes for businesses, as well as confusion in the marketplace for what applies and what doesn’t. The clarity around applying the Research and Development (R&D) tax credit is no exception. The R&D tax credit is granted to companies …

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Noell Agnew & Morse LLP Joins K·Coe Isom

By K·Coe Editorial | November 13, 2018

Reading Time: 2 minutes We are excited to announce that we have added the business, specialization, partners, and employees of Noell Agnew & Morse, effective November 1, 2018. Our combined firms will bolster the dedicated ag solutions and financial services for farming operations and producers in California. Commenting on the acquisition, K·Coe Isom CEO Jeff Wald …

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How to Help California Fire Victims

By K·Coe Editorial | November 12, 2018

Reading Time: 3 minutes Camp Fire, now the most destructive wildfire in the history of California, has desecrated an insurmountable number of people’s lives, families, friends, homes, and livelihoods.  In addition, two more wildfires in Southern California are displacing residents and businesses. As K·Coe Isom’s Chico, California location is just outside the perimeter of …

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Extra Tax Prep Needed for 2018 Filing Season

By K·Coe Editorial | November 9, 2018

Reading Time: 2 minutes Following the monumental tax reform passed last December, the 2018 tax year will provide significant changes for flow-through entities and individuals.  While many of these changes can result in opportunities, they will also create some complexities and challenges for 2018 tax return filings. “It’s really important to do advanced preparation …

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