Are You Offering a Competitive 401(k) Plan?
Chloe Quigley, Business Exit Planning Advisor, CEPA Come November 2023 in Illinois, businesses with 5 employees (including part-time workers) are required to offer 401(k) plans.
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Is a Qualified Opportunity Zone the Right Opportunity for Me?
Chloe Quigley, CEPA, Business Exit Planning Advisor In 2017, the Tax Cuts and Jobs Act was signed into law, passing a new tax incentive called Qualified Opportunity Zones. This program certified distressed low-income communities throughout the United States to qualify for new federal tax in …
Your Silicon Valley Bank Questions Answered
You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.
Can I Use a Donor Advised Fund to Minimize Taxes in my Business Sale?
Chloe Quigley, CEPA, Business Exit Planning Advisor Did you know you can get a charitable tax deduction, avoid estate taxes on a gift, and avoid a capital gains tax in the sale of your business through a donor advised fund (DAF)?
Thinking About Retiring Early? 8 Things to Consider First
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). You may have even gone so far as to take a sneak peek at your account statements …
What’s the difference between a 1031, DST, and QOZ? And where do REITs fall in?
Chloe Quigley, Business Exit Planning Advisor If you have a piece of highly appreciated property, you may be considering what’s next. You may have heard the saying “swap ‘til you drop” which traditionally refers to continuing to do a 1031 exchange with a property until your passing and your …
4 Tips to Take Your 401(k) to the Next Level
Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs?
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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