Rob’s Blog

Opening New Doors & Moving Forward . . . in Lincoln!

Opening New Doors & Moving Forward … in Lincoln! First, I would like to welcome all the clients from John P Carmichael, PC (JPC) to the Cruise & Associates (C&A) family. As you may or may not know, we completed the merger of JPC into C&A on August 1st.   We are excited to have both […]

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“Crowdfunding” raises tax issues

Raising funds in small amounts from a large pool of people, also known as crowdfunding, has become a popular way for budding entrepreneurs to drum up the working capital for pet projects. It seems like everyone from twenty-somethings to stay-at-home parents to retirees are getting in on the act. Here’s how the process works. Let’s […]

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Get familiar with these estate planning documents

Basic estate planning begins with completing documents that allow your last wishes to be carried out as you choose. But are you familiar with the documents you’ll need? Here’s a list of common estate planning documents and their purpose. Advance Directive. Your instructions for end-of-life and quality of life wishes regarding medical treatments. Share your […]

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Your 2017 Marketing Plan

Wow! September is over and I just realized it’s time to start making plans for 2017. One of the first things we do, at Cruise & Associates, is create our 2017 marketing plan. For the last 20 or so years, I’ve set aside time in October to review the marketing projects that we’ve completed during […]

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