Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital…
Read More
April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
Read More
Many, many business owners go to work each week with uncertainty about how things are going. They’re not sure how much cash is in the account, or when more will be coming or going. They’re…
Read More
A common thread among business owners that we work with in our financial planning firm is that basically everyone wants to minimize taxation. While we should all pay our fair share, there’s no reason to…
Read More
The appeal of a Roth IRA is easy to see: any money you put into the account now will grow tax free for the rest of your life. Not only that – unlike tax deferred…
Read More
The Pros and Cons of Selling Your Business Selling your business may feel like a daunting prospect, and doing so successfully takes substantial time and energy. But selling your business can also offer a host…
Read More
The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made,…
Read More
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture…
Read More
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
Read More
Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is…
Read More