We’ve recently received quite a few questions from clients about the new tax law, the Tax Cuts and Jobs Act (TCJA), and in particular, about the changes to business-related dining and entertainment expenses. Now, we’re not in the tax business, even though many products and services we offer provide certain tax advantages, so we hunted for one of the best resources we could find to help you stay out of hot water with the IRS on this particular change to the tax code.

When America’s CEOs are low on confidence how the market will perform in the next twelve months, it’s time to sit up and pay attention. In its real-time April survey by Chief Executive Magazine, “U.S. CEOs’ outlook for business conditions 12 months from now continued to fall in April, the third straight month of decline.” […]

If you’re in debt – deep in debt – and look to the traditional financial advisory marketplace for help, don’t be surprised when most traditional financial advisors won’t even talk to you. Even though you may have great income, but your cash flow is non-existent, a traditional financial advisor doesn’t want to get involved. There’s nothing […]

Every person should be fully engaged in two businesses — your occupation and banking. Banking involves the creation and maintenance of a pool of money, and its potential use, better known as financing. When a personal banking system, with its ability to finance, is combined with an investment system, the combination of the two will […]

Julie Ann Hepburn, is a Private Banking Expert and Financial Coach.  She is the founder and principal of National Private Client Group, LLC , a Chicago based financial consulting group. Ms. Hepburn is a licensed finance professional, and serves as an agent and consultant for several major mutual insurance carriers. After more than six years […]