When Should You Take Social Security Benefits? If you’re nearing retirement, you’ve likely paid into the Social Security system your entire career. It’s only fitting that you finally cash in on the Social Security benefits that are rightfully yours. But when should...
Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning
retirement
You can Set-up a SEP for LAST YEAR!
THERE’S STILL TIME FOR SMALL BUSINESS OWNERS TO SET UP A SEP RETIREMENT PLAN FOR LAST YEAR If you own a business and don’t have a tax-advantaged retirement plan, it’s not too late to establish one and reduce your 2018 tax bill. A Simplified Employee Pension (SEP) can...
SEP Plan can be started in 2018 for 2017 Tax Year!
SMALL BUSINESS OWNERS: A SEP MAY GIVE YOU ONE LAST 2017 TAX AND RETIREMENT SAVING OPPORTUNITY Are you a high-income small-business owner who doesn’t currently have a tax-advantaged retirement plan set up for yourself? A Simplified Employee Pension (SEP) may be just...
Father’s Day – What happens when Dad needs to stop working?
Lawyers call it “succession planning.” This simply means what do you need to do to organize your business to transfer it to the next generation, retire, or simply sell the business. Even though more businesses are becoming woman-owned, most of my business owner...