Phantom Stock Plan Taxation for Privately Held Business Executives

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...

What You Need to Know: 2021 Democratic Tax Proposal

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...

The American Rescue Plan

Photo credit: Laura Stanley via Pexels The American Rescue Plan was signed into law last week, and you may be wondering what provisions apply to you. We will be covering the third round of stimulus checks, the Child Tax Credit, Dependent Care FSAs, a change to...

Your Business Success Planner

"A dream without a plan is just a wish." - Katherine Paterson

Start planning for success today. 


Check your email, we're sending you your guide.

Pin It on Pinterest