Highlights of the Recent Pandemic-Aid Bill
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.
Rebuilding Your Company After the Pandemic
As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.
Three Essential Steps to Business Succession Planning
When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.
3 Minutes to Assess Your Overall Financial Health
This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.
Leveraging Your Intellectual Capital in Victory Lap Retirement
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
Wealth Transfer Opportunities Amid the Uncertainty of COVID-19
Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want […]
CARES Act Small Business Relief Provisions White Paper
The CARES Act is nearly 1,000 pages long and full of provisions that affect small businesses. This white paper is an attempt to help you, the small business owner, navigate these waters.
Asset Sale vs. Stock Sale of a Business – What’s the Difference?
To highlight some of the key differences between an asset and stock sale, let’s review some important tax, business liability, and complexity considerations.
Small Business Owners: Do You Know Your Retirement Plan Options?
Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.
Approaching Zero Taxes
Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes white paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.