You've worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it's time to begin thinking about how to tap your plan assets for income. But hold on, not so fast. You may need to take a few steps first.
To help businesses ensure a seamless transition of leadership, here are some key considerations we’ve learned from our own experience.
Our guest speaker John Hull, Managing Director of The Fortune Group and guest speaker, discussed financial and non-financial factors to consider in an acquisition, such as deal structure aspects, ideal timing of an acquisition, and if your business is poised to be a buyer or seller.
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. Major relief provisions are summarized here, as well as some additional tax provisions.
David Frederick, Director of Wealth Planning at First Bank, discusses some benefits and obstacles of using charitable strategies to sell a business.
As businesses open or begin to open back up from the COVID-19 shutdown, here are some considerations for your business on moving forward.
Whether you are a leader of a company, a parent, or both, here are some suggestions on how to preserve the legacy you are helping to create for the next generation.