Apr 13, 2021

To the surprise of no one, our current political leadership is currently discussing the first federal income tax increase since 1993. Some of the key talking points are increasing the top marginal tax rate  by nearly 3%, from 37% 39.6%, and particularly targeting those with incomes of $400,000 or more. Also on the...

Apr 13, 2021

As the availability of pensions has decreased over the past decades, particularly in the private sector, lifetime income needs for retirees has often been addressed with the use of insurance-company provided annuities. Given that these products typically come with a commission and often only require an insurance...

Apr 13, 2021

If you or one of your fellow business partners were to become disabled or retired or pass away prematurely, who would gain control of the ownership share of the business? Once that fundamental question is answered in a written Buy-Sell Agreement, the next step is to provide funding so this transition can be financially...

Apr 9, 2021

Employee retention, especially in highly competitive industries and/or a tight labor market, is an issue facing many business owners. How do you attract, retain, and keep satisfied the most talented and productive members of your labor force?

Many business owners have learned the hard way that just throwing additional...

Apr 9, 2021

Pensions, or Defined Benefit Retirement Plans, have historically been the domain of large Fortune 100 companies and public sectors employers. Can a privately held small business (50 employees or less) create a defined benefit type plan for it’s owners and employees?

In this episode hosts Will Steih and Josh Null...