Executive Employment Compensation
One goal for employers is to hire and then incentivize the brightest talent available to remain with the employer and grow the business over time. So, what are the components…
The Donor Advised Fund
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
Owner-Only 401(k) for Business Owners for Tax Savings
Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is to maximize contributions to retirement accounts. Qualified retirement…
Step-Up in Tax Basis at Death
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it can have a profound effect on the taxation…
Retirement Income & Financial Planning for the Retiree
Every plan for retirement is different and every person has different dreams for his or her post-work life. Whatever dream you have for retirement, and whatever passions you wish to…
Liability Challenges for Charity Board Members
Charities and non-profits need good people that are willing to donate time and energy to make sure the enterprise is running efficiently and doing good deeds. So, they seek out…
Prudent Investor Rule
You can do whatever you want with your money and assets but when charged with caring for another person’s money and assets, a body of law provides guidance on how…
Empty car parking lot with white mark
Short Term Excess Cash – Where do we park it?
Sometimes our clients come into excess cash. They sell an asset or a business. They receive an inheritance or gift. They receive a large bonus or award. And, though the…
