Wealth Transfer Strategies for Business Owners: Large Legacy, Small Taxes
- Passing a business on to the next generation requires attention to detail and knowledge
This week’s insight spotlights cash balance plans and how they, or other retirement savings vehicles, could save you big dollars come tax time.
Small business
- Entrepreneurs should always know how much their company is worth whether it is for a potential sale, succession planning, or just ongoing financial planning
- We
This week’s insight is all about love. Happy Valentine’s Day, everybody.
Cocoa prices raced to record highs by the end of last year. Then just a few weeks ago
Stocks Jump in January on Solid Economic Data & Earnings, A Good Sign For 2025
- The “January Barometer” predicts more gains this year
- Growth, inflation, and
This week’s insight is a reminder that Uncle Sam watches you.
The IRS began accepting 2024 tax returns last Monday. The good news is that Direct File, a free tax
- Risk management is key to your company’s long-run viability
- A Business Continuity Plan (BCP) prepares for all sorts of risks with a focus on protecting a
This week’s insight rings in the new year with a glass full of tax talk. We’ll try not to party too hard.
Small business owners aren’t so much concerned about
- An ESOP is a retirement plan that puts ownership in the hands of workers, offering tax advantages and a succession opportunity for the owner
- While the initial
This week’s insight is all about the DOGE Bros.
The average US federal budget deficit (as a percent of GDP) has grown under the first term of each president so
- The S&P 500 and Nasdaq closed at record levels last week
- Interest rates have dipped as Trump’s cabinet takes shape
- Huge retail sales numbers and strong corporate
This week’s insight zooms in on one of 2024’s most popular investments: bitcoin.
The world’s largest crypto asset has been in the news for years on end, but its
