The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
If you’re researching the best ways to save for college, you may be trying to determine what a 529 Education Savings Plan is and how it can be used toward your savings goals.
Over the last three parts, we’ve discussed how biases impact our decision-making, particularly when it comes to our investments.
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed certain tax benefits for establishing an employer-sponsored retirement plan, including a tax credit for establishing the plan and a deduction for contributions you make.
As a small business owner, you are responsible for a variety of things as it pertains to the business. Fortunately, there are services available that can assist you with some of these tasks, giving you more time during the day to focus your time and energy on what matters most - managing your business.
The Center for Family-Owned Businesses held a webinar on Tuesday, May 11th focused on leveraging SBA programs to help finance your real estate acquisitions.
David Frederick, Director of Client Success and Advice at First Bank, discusses some of the best ways to save for college education in this month’s Wealth Management video.