Stocks are at all-time highs again, but this blog isn’t about investing. The real bubble is outside of your portfolio, and it could mean millions in taxes for some folks. We’re talking about the estate tax exemption.
The first quarter is in the books, and we review what's working and what's not as 2021 marches on.
The last time you thought about your business structure may have been when you first launched. But as your business has grown, you may have outgrown your current structure. Different types of business entities offer different levels of asset protection and tax liability for the entrepreneur. We offer our views on each structure and how to discover what’s right for you.
Plan sponsors should be prepared for 2021. Here are 4 things to keep in mind.