Retirement Updates Amid COVID-19
Retirement Updates Amid COVID-19 On May 4, 2020, the Internal Revenue Service (IRS) published questions and answers regarding retirement provisions in Section 2202 of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. In addition to providing aid for individuals and businesses, the CARES Act increases accessibility to funds and loans from certain retirement […]
When to Cash in on Your Business
Ed Enoch Explains Trusts
It’s a Wonderful Life
Everybody watches It’s a Wonderful Life over the holidays, right? George is going to throw himself off the bridge when Clarence intercedes to show George what life would have been like without him. While I hope none of you are contemplating doing yourself in, allow me play Clarence for a moment. What would happen in […]
No Way Out
I frequently talk to my clients, particularly small business owners, about the need to have an estate plan. Taking that theme one step further, business owners need to have an exit strategy. I am currently working with a couple of clients on succession planning. Many more businesses I represent need this planning, but have not […]