December 2018 Monthly Recap

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing on this full time going forward as a Financial Planner. The CFP® designation is the gold standard for Financial Planning and requires 6,000 hours of planning experience, a college level …

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November 2018 Monthly Recap

  Beacon Hill Welcomes Anna Ursu Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as the Associate Director of Finance and Administration at Capital Law School. Anna received her Bachelor’s Degree from The Ohio State University in Public Affairs Journalism and most recently completed her …

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October 2018 Monthly Recap

Opportunity Zones By Clint Clint Edgington, CFA My most recent research has been on Opportunity Zones, and Qualified Opportunity Zone Funds (“QOZ Funds”), and the incredible tax savings potential for those with large realized capital gains. In short, investors will be able to: “Recycle” their original capital gains in a QOZ Fund, which will enable …

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September 2018 Monthly Recap

J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience   by Anne Zavaglia 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 specific benefits and drawbacks, an ESOP works with business owners with a …

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August 2018 Monthly Recap

ESOPs: Sell Your Business and Give Employees the Upside of Ownership by Anne Zavaglia An Employee Stock Owndership Plan (“ESOP”) offers a tax advantaged way for a business owner to get liquidity from the business while sharing the benefits of ownership with the employees. Learn about the benefits and drawbacks of ESOPs from Anne Zavaglia. …

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