Be Ready for Anything with Regular Business Valuations Do you know the current value of your business? Even if you’re not considering selling your company or…
Type: Newsletter Archive
Client Advisor – Summer 2019
Mid Year Tax Planning It’s hard to believe that about 18 months have passed since President Trump signed into law the Tax Cuts and Jobs Act (TCJA)—the largest major tax…
Client Advisor – Spring 2018
Benefits of Qualified Small Business Corporations Enacted on 12/22/17, the Tax Cuts and Jobs Act (TCJA) established a flat 21% federal income tax rate for C corporations, including Qualified Small…..
Employee Benefit Advisor – Spring 2018
Active Vs. Passive Investment Funds: Should You Let Participants Decide? According to a report from Casey Quirk by Deloitte and McLagan, 72% of money invested into funds went…
Client Advisor – Winter 2018
2018 Year-End Tax Planning Under TCJA With year-end approaching, now is the time to take steps to cut your 2018 tax bill. Here are some relatively foolproof year-end…
Employee Benefit Advisor – Winter 2018
Change Can Be a Good Thing… with Planning Is your 401(k) working for you the owner group and your employee? If your 401(k) plan isn’t a good match for your…
Employee Benefit Advisor – Fall 2017
401(K) Cheat Sheet: Tips to Help You Save Too! Offering a 401(k) to your employees is a wonderful benefit. It doesn’t have to be expensive and can often be…
Client Advisor – Fall 2017
Year-End Tax Planning As we get closer to the end of yet another year, it’s time to tie up the loose ends and implement tax-saving strategies. This has been an…..
Client Advisor – Summer 2017
QCD Basics Qualified Charitable Distributions (QCDs) rules are now permanent, so taking advantage of this tax-beneficial charitable giving strategy has become easier and is available to taxpayers who are 701/2…..
Employee Benefit Advisor – Summer 2017
The DOL Fiduciary Rule and Impact on Plan Sponsors In April 2016, the US Department of Labor (DOL) released the long-awaited final regulation on the…