by Lauren | Jun 24, 2022 | 401k, Business Executives, Business Owners, Retirement Planning
With a business to run you may not be paying much attention to retirement plan legislation. Congress is working towards the passage of what has been dubbed the SECURE Act 2.0 and it is packed with potential changes business owners need to know about. Don’t... by Lauren | Jun 24, 2022 | Business Executives, Investing, Retirement Planning, Working Women
Who’s ready for round 2? With the passage of the SECURE Act in 2019 we saw many changes to retirement savings plans. Now, Congress is considering further changes to promote retirement security for Americans. The SECURE Act 2.0 passed the U.S. House of... by Lauren | Apr 4, 2022 | Business Owners
When exploring how to sell your business to a new owner you have probably come across the concept of a Buy Sell Agreement. Or perhaps you want to preserve the value of a business you’ve poured your heart into to protect your family and loved ones should... by Lauren | Feb 14, 2022 | Business Executives, Business Owners, Estate Planning, Planning Process, Retirement Planning
Bill is a part-owner and practitioner at a local medical practice, which he and his partner have been running for over 10 years. Bill’s partner has recently become fully disabled and is no longer able to participate in the practice. Although he would like to sell his... by Lauren | Jan 17, 2022 | Charitable Planning, Planning Process, Tax Planning
Angel and Bob are in their early 70s and find deep fulfillment through philanthropy. They’ve been donating cash to their favorite charities. Their mortgage is paid off, Angel sold her business, and neither of them are working full-time. They typically withdraw money...