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Will You Be Able to Retire From Your Small Business?

Posted by Paul D. Woodard | Jun 26, 2018 | 0 Comments

Do you have the financial security to be able to one day retire from your small business? Many small business owners are so focused on growing their business that they do not take the time to focus on what will happen when they are finally ready to retire. However, there are options available f...

Beware of These Common ERISA Compliance Errors

Posted by Corey F. Schechter | Jun 25, 2018 | 0 Comments

The Employee Retirement Income Security Act (ERISA) is a complex and continually changing federal law that applies to most private sector employee benefit plans. When companies unintentionally run afoul of ERISA regulations it can expose them to fines, penalties, and costly litigation. Unders...

Progress on Two ESOP Bills in Congress

Posted by Marc S. Schechter | May 09, 2018 | 0 Comments

An Employee Stock Ownership Plans (ESOPs) become more popular in the U.S., employee ownership legislation is making its way through Congress to broaden the appeal of these unique benefit plans. Two bills, one in the House and one in the Senate, have recently made it through the Small Business Com...

ESOPs for Sports Companies in San Diego

Posted by Corey F. Schechter | May 07, 2018 | 0 Comments

In a Union-Tribune article, San Diego was listed as number 2 in employment in active lifestyle-oriented businesses in the country. There are now more than 1,200 such companies in the area employing more than 23,000, making an economic impact of over $1.4 billion. Some of these sporting and lifest...

Are ESOPs Right for California Breweries?

Posted by Marc S. Schechter | Apr 17, 2018 | 0 Comments

ANSWER: The San Diego area is renowned as the headquarters of more than 150 breweries, earning it the nickname of the “Craft Beer Capitol” of the U.S. However, while many brewery owners can explain the nuances of lautering and even wax poetic about fermentation techniques, they may feel out of th...

Ending an Employee Stock Ownership Program

Posted by Marc S. Schechter | Mar 22, 2018 | 0 Comments

Employee ownership is associated with tax savings, increased production, and higher employee retention rates. However, employee ownership is not always the best fit for some companies. Business owners should be prepared for the possibility that they may have to freeze or terminate an ESOP and rev...

Can your San Diego business benefit from an ESOP?

Posted by Corey F. Schechter | Mar 21, 2018 | 0 Comments

Many business owners are still relatively unfamiliar with ESOPs. As the number of Employee Stock Ownership Programs continue to grow, companies are looking into the benefits of an ESOP. An Employee Stock Ownership Plan (ESOP) is a profit sharing plan structured as a qualified defined contributio...

Changes to the IRS Voluntary Correction Program

Posted by Paul D. Woodard | Mar 05, 2018 | 0 Comments

One of the important benefits to companies in establishing a retirement plan for its employees is the tax-favored status granted to a 401(k), 403(b), SEP, or SIMPLE IRA. This includes deducting employer contributions to such employee plans. However, in order to maintain tax-favored status, the pl...

ESOPs: Legislative Updates

Posted by Marc S. Schechter | Feb 21, 2018 | 0 Comments

For anyone watching the latest in Employee Stock Ownership Plans (ESOP), there has been a lot of legislative action taking place at the federal and state level in recent months. Politicians on both sides have been promoting ESOPs as a way to increase economic growth and opportunity for employees ...

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