Category Archives: Retirement Planning

8 November 2021

Year-End Tax Planning for Individuals

As we near the end of another turbulent year, it’s time to discuss the steps you need to take to reduce your tax burden for 2021 (and beyond). Unlike other years, 2021 presents many unique moving parts to the tax … Continue reading

7 April 2021

Reduce Your Taxable Income with a Last-Minute IRA Contribution

In another round of extensions, the IRS recently pushed back the deadline for contributing to individual retirement accounts (IRAs) to May 17—the same day as the income tax deadline. This means that you now have an additional month to build … Continue reading

11 November 2020

Year-End Tax Planning for Businesses

With a new president taking office, an ongoing pandemic, and unprecedented tax law changes over the past few years, this could be the most important tax planning year yet. This article will review 2020 legislative tax changes affecting businesses and … Continue reading

26 October 2020

Year-End Tax Planning for Individuals

We recognize the impact this unimaginable year has had on all of us. There have been immeasurable shifts in our society, but our unwavering commitment to help guide you with our resources and expertise remains steadfast. Here are some planning … Continue reading

16 September 2020

5 Retirement Plan Options for Self-Employed Business Owners

  Owning your own business gives you a great deal of freedom to make your own choices. It also comes with a lot of responsibility as well, such as estimating and paying your own quarterly taxes, hiring reliable employees, and … Continue reading

30 July 2020

5 Reasons to Hire Your Child

Many small business owners are in search of reliable, strong staff during these difficult times. So, why not hire your child (or grandchild)? It could pay off big time. If you have a teenager at home, there’s a number of … Continue reading

19 June 2020

Teach Them Young – How to Leverage Summer Job Salaries

If you want to teach your child the value of a dollar this summer, take a look at some interesting tips on how they can leverage their summer job salaries. At seventeen years old, one rarely thinks about retirement savings. … Continue reading

24 April 2020

360º Business Panel Discussion on the Impacts of COVID-19

Live Webinar: Wednesday, April 29 at 8:00 PM Are you curious about what the status of the pandemic means for your business + industry? When and how do we get back to business as usual? We’ve put together a dynamic panel … Continue reading

6 April 2020

Big Changes to Retirement Plans in the CARES Act

In the midst of a global health scare and turbulent economy, it’s hard to think about anything else. If you are in or nearing retirement, however, it’s important to set aside time to discuss your retirement accounts, as big changes … Continue reading

5 April 2020

The CARES Act: An Overview for Businesses

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, making it the largest emergency stimulus package in the history of the United States. The CARES Act comes in response to the coronavirus … Continue reading

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