Paid Leave and Tax Credits for Businesses

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Posted on April 2nd, 2020

The Families First Coronavirus Response Act was signed into law by President Trump on March 18, 2020. The Act provides relief to employees, as well […]

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CARES Act – Impact on IRAs and Retirement Plans

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Posted on April 2nd, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  This stimulus package is designed to […]

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The SECURE Act Signed into Law

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Posted on January 2nd, 2020

President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20, 2019.  Included in […]

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What are the new HRA options that will be available to employers in 2020?

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Posted on December 2nd, 2019

Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf […]

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As a business owner, what should I know before adding a financial wellness program?

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Posted on May 30th, 2019

Financial wellness programs are gaining traction among employee benefit offerings, and for good reason: In an International Foundation of Employee Benefit Plans (IFEBP) survey, 96% […]

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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

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Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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Mergers & Acquisitions: What’s in the Deal for Investors?

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Posted on April 25th, 2019

Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals worth $3.6 […]

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Opportunity Zone Fund Update

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Posted on March 5th, 2019

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us […]

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Business Owners: What’s Your Plan for Retirement?

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Posted on November 29th, 2018

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]

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Year-End Review

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Posted on November 29th, 2018

December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial […]

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