Company News & Updates

Save a Bundle with Retirement Plans!

Small business owners have some lucrative new choices in qualified retirement plans. Current tax law allows more money to be set aside for business owners and key employees, including their spouses. Since most entrepreneurs and executives don’t intend to live off...

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A Cautionary Tale About Charitable Donations

If you want to support a favorite charity — and collect hefty tax deductions — consider giving away appreciated assets that you’ve owned for more than a year. You’ll avoid capital gains tax and get a tax deduction for your generosity. For example, let’s say you want...

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