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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...
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planning
Using Knowledge Management to Develop Your Succession Plan
As the old saying goes, “Knowledge is power.” This certainly rings true in business, as those who best understand their industries and...
Estimates vs. Actuals: Was Your 2018 Budget Reasonable?
As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assuming you...
An FLP Can Save Tax in a Family Business Succession
One of the biggest concerns for family business owners is succession planning — transferring ownership and control of the company to the...
3 Traditional Mid-Year Tax Planning Strategies for Individuals that Hold Up Post-TCJA
With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) means taxpayers need to...
The Tax Impact of the TCJA on Estate Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new...
