Retirement Contribution Limits Increase in 2019

By Anne Zavaglia
Posted on November 5th, 2018

The IRS has announced retirement contribution limits for 2019.  It will be the first time in six years that Individual Retirement Accounts have seen an […]

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Tax Reform 2.0

By Anne Zavaglia
Posted on October 2nd, 2018

The House passed three tax bills, known as Tax Reform 2.0, at the end of September. The legislation can now advance to the Senate, though […]

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

By Anne Zavaglia
Posted on September 5th, 2018

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very […]

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ESOPs: An Exit Plan for the Retiring Business Owner

By Anne Zavaglia
Posted on August 2nd, 2018

An Employee Stock Ownership Plan, or ESOP, offers a tax advantaged way for a business owner to get liquidity from the business while sharing the […]

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Tax Cuts and Jobs Act

By Anne Zavaglia
Posted on December 29th, 2017

The Tax Cut and Jobs Act was passed by Congress and signed into law by President Trump in December. How will the new changes impact […]

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