Barbara Weltman
Tax Attorney, Author
Barbara Weltman is a tax attorney and the author of multiple books on business and tax strategies. She operates a consulting firm that helps small businesses navigate complex tax laws.
Credit & Personal Finance
Should You Ever Lend Money to a Client to Keep the Relationship?A key client is struggling and asks if you can help them out financially — and suddenly the line between business relationship and personal obligation gets very blurry. Barbara Weltman, Randa Bessadah, and Mark Kohler debate whether lending money to a client is an act of loyalty that pays off, or a professional boundary that should never be crossed.
Global Business / Economy
Is Your Business Generating Revenue or Just Keeping You Busy — and Do You Actually Know the Difference?Nearly 20% of small businesses fail in their first year — and one of the quietest killers is mistaking busyness for productivity. Barbara Weltman, Michael Kitces, and Karen Miller help entrepreneurs ask the hard question: is all that activity actually showing up in revenue?
Investments / Wealth Building
Should Small Business Owners Reinvest Profits Back Into the Business or Pay Themselves First?Every profitable month, small business owners face the same tension: put the money back into the business, or take it home. A tax attorney, a financial advisor, and a CPA partner take sides. One verdict.
Global Business / Economy
Holding Company Structure: Is It Worth It for Small Business Owners?Holding Company Structure: Is It Worth It for Small Business Owners? Small business owners often find themselves at a crossroads when determining thei...