by Lauren | Nov 22, 2021 | Business Executives, Business Owners, Retirement Planning, Tax Planning, Working Women
As an executive at a closely held or private business, you know just how profitable and valuable a private business can be. You may want to join the ownership ranks of that business but have met resistance in becoming a formal shareholder or the firm may simply be too... by Lauren | Sep 20, 2021 | Business Owners, Tax Planning
The 2021 Democratic tax proposal that just came out of the House Ways and Means committee has a number of surprises in it but mostly sticks to a theme “tax high income earners and the uber-wealthy.” While the proposal is not law, there are some planning issues you... by Lauren | Aug 9, 2021 | 401k, Business Owners, Retirement Planning
photo by Andrea Piacquadio via pexels.com Rachel is a high earning soloprenuer. While she’s already contributing the maximum to her pre-tax 401(k) plan, she still has a substantial amount that she would like to put towards her retirement but she makes too much... by Lauren | Apr 18, 2021 | Business Owners, Planning Process, Working Women
Does your money reflect what’s important to you? Many people have an uncomfortable relationship with money because their money is not aligned with what they value. Our clients are looking for ways to use their money so they can live a meaningful life and perhaps leave... by Lauren | Mar 13, 2021 | Uncategorized
Photo credit: fauxels via Pexels At Spark we know your time is precious. That’s why we’ve written a condensed version of our larger article on the American Rescue Plan Act just for business owners. We’ve included the pieces of information that may apply specifically...