Time to Read: 4 Minutes If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for one spouse to leave full-time
What type of insurance is best for a business to protect against various types of liability claims? What are the consequences of a lack of insurance and how can you properly protect your business?
Which business structure should you choose to protect your business from legal liability? Should you acquire more than one entity for your business?
What are unexpected changes in management and how can they affect your business? Is there a way to protect a business from unexpected changes in management?
Time to Read: 4 Minutes While IRA contribution limits remain unchanged for 2022, the IRS has increased the contribution limits for many retirement savings plans. For 2022, 401(k)s, 403(b)s, most 457 plans, and the Thrift Savings Plan for government employees and the armed services will see an increase to $20,500, from $19,500. The catch-up
Who should contribute to a Donor-Advised Fund? What are the tax benefits of contributing appreciated investments to a Donor-Advised Fund?
What is the difference between the standard deductions and itemized deductions? How can I stack tax deductions?
What do per stirpes and per capita mean? Should I elect per stirpes on my taxable accounts?
Are ESPPs good investments? Should I participate in an ESPP and if so, how much should I contribute?
Once you’ve built wealth, the focus often turns to asset protection and tax reduction. We’ve developed an expanded point of view, based on our work with