Are You Offering a Competitive 401(k) Plan?

Chloe Copple, 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.

Is a Qualified Opportunity Zone the Right Opportunity for Me?

Chloe Copple, 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 inc …

Can I Use a Donor Advised Fund to Minimize Taxes in my Business Sale?

Chloe Copple, 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)?

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 …

Charitable Planning for Business Owners

Chloe Copple, CEPA, Business Exit Planning Advisor   What does charitable generosity have to do with your company? Giving to charity has been engrained in my routine since I set 10% of my eighth birthday check aside for charity. I can understand how giving is a routine that takes diffe …

Should I Take on Debt as a Successful Business Owner?

Author: Chloe Copple, CEPA, Business Exit Planning Advisor Contributor: JJ Comiskey A lot of the business owners we work with are highly averse to debt. Having no debt can feel like a clean slate. It can symbolize a green light to move forward, whereas having debt can feel like a burden or …

SECURE Act 2.0: What a Business Owner Needs to Know

Chloe Copple, CEPA, Business Exit Planning Advisor The Setting Every Community Up for Retirement (SECURE) Act, passed in 2019, is now updated with follow-up legislation, making the SECURE Act 2.0. What do you need to know as a business owner about how this affects you and your employees?

Are You a First-Born Business Owner?

By Chloe Quigley, Business Exit Planning Advisor Your description: Detail-oriented. Organized. Hard driving. Compliant. A natural leader. Confident. Conscientious. Careful. Perfectionistic.

Family Business Lessons

Chloe Copple, Business Exit Planning Advisor I love working with family businesses. Being a part of one that my Father has led for 30 years, I’m always eager to learn more practices and lessons to apply. Here are a few of my favorite tips and takeaways from studying, partnering with, and be …

Business Succession Planning: Your Business Without You

Chloe Copple, Business Exit Planning Advisor Take your mind where it doesn’t want to go: tragedy. A chronic illness. A freak accident. A divorce.  A falling out with a business partner. A heartbreaking loss that turns your world upside down.

Funding a Buy-Sell with Insurance

Chloe Copple, CEPA Business Exit Planning Advisor “The best insurance policies are the ones we never end up needing.”  – Jamie Hopkins  In his book, Find Your Freedom, Hopkins describes insurance as a tool to complete your financial plan and offer peace of mind and protection for you …

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