Employee Benefit Advisor – Fall 2019

Plan forfeitures must match plan document. It’s a routine matter for employees to forfeit retirement plan benefits. Even so, plan sponsors can’t afford to become…

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…..

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