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How to File for a Tax Extension

Posted by Paul D. Woodard | Apr 07, 2017 | 0 Comments

The deadline for filing your 2016 tax return is only days away. Tax returns for tax year 2016 are due by April 18th, 2017, which is a Tuesday. If your taxes are relatively simple, you may still have the ability to timely file your taxes, either by mailing in your tax return or via electronic fili...

ESOP Presentation at NCEO Annual Conference

Posted by Marc S. Schechter | Apr 05, 2017 | 0 Comments

Today, I am presenting in Denver, Colorado at the National Center for Employee Ownership (NCEO) 2017 Annual Conference on How ESOP Companies Utilize Their Equity Value to Sustain Long Term Employee Ownership. The annual conference is designed to provide learning and networking opportunities with ...

Deadline for IRA Contributions for 2016

Posted by Paul D. Woodard | Mar 31, 2017 | 0 Comments

Did you contribute towards an individual retirement account (IRA) in 2016? If you answered no, do not worry, you still have time. You have until April 18, 2017, to contribute to an IRA and have the contribution apply to the 2016 tax year. The clock is ticking…

The Top Three Retirement Plans for Small Businesses

Posted by Corey F. Schechter | Mar 27, 2017 | 0 Comments

Contributing Author: Dianne L. Schechter There are quite a few different retirement benefit plan options out there--and many of them are specifically designed for small businesses.  Let's go over the essentials so you can make a great decision for your company. Three options stand-out depending...

Leaving a Heritage Not Just an Inheritance

Posted by Paul D. Woodard | Mar 24, 2017 | 1 Comment

After a lifetime of hard work and building a comfortable life for you and your family, there comes a time when you will have to plan for what happens after you pass away. As the old saying goes, when it comes to money, property, and belongings, you can't take it with you. However, rather than jus...

Dodd-Frank and the Fiduciary Rule

Posted by Corey F. Schechter | Mar 21, 2017 | 0 Comments

The Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 was intended to regulate parts of the financial industry to reduce risk, increase accountability, and protect consumers. The law was, in part, a reaction to the most recent recession, with the goal of reducing the likelihood of...

Should I Serve as an Executor?

Posted by Paul D. Woodard | Mar 17, 2017 | 0 Comments

Accepting the job of being an executor can be a mixed blessing. An executor, also known as a personal representative, is the person who has the legal responsibility to take care of a deceased person's estate after they pass away. Before accepting the duties and responsibilities of an executor, ma...

403(b) Plans

Posted by Paul D. Woodard | Mar 16, 2017 | 0 Comments

Today, employers may offer many different retirement plan options to their employees as a benefit to employment. Between a 401(k), 403(b), and 457(b), it can be difficult to keep track of what a particular code plan is and if it is right for you. With so many IRS codes and acronyms floating aroun...

My Plan is Being Audited! Now What?

Posted by Paul D. Woodard | Mar 14, 2017 | 0 Comments

Contributing Author: Kristine M. Custodio, Advanced Certified Paralegal In my previous blog post, I discussed internal controls that plan sponsors of qualified plans can implement to avoid or mitigate compliance issues before an audit is initiated. But what happens when you receive that dreaded ...

Robo-Advisers

Posted by Corey F. Schechter | Mar 09, 2017 | 0 Comments

Individuals worried about robots taking over their lives may have to make a phone call to their wealth management provider to see if their accounts are being managed by a human being or a robo-adviser. Over the past decade, the use of robo-advisers in handling investments has grown substantially,...

Proposed Tax Deduction for Pet Medical Bills

Posted by Paul D. Woodard | Mar 08, 2017 | 0 Comments

If you own a pet, you know veterinary bills are a costly but necessary part of pet ownership. In California, Pet owners may soon be able to receive a tax deduction for medical costs incurred on behalf of their dogs and cats. On February 16, 2017, Assembly Bill (AB) 942 was introduced to the Calif...

457 plans

Posted by Paul D. Woodard | Mar 07, 2017 | 0 Comments

What is a 457 plan? A 457 plan gets its name from the Internal Revenue Code (IRC) Section 457, which establishes the plan. A 457 plan provides another option for employees to reduce their taxable income while simultaneously setting aside money for their future retirement. Generally speaking, a 4...

Benefit and Social Purpose Corporations

Posted by Paul D. Woodard | Mar 01, 2017 | 0 Comments

In the midst of the Occupy Wall Street movement, California made a move to create a new type of corporation that could operate with the public good in mind. On October 11, 2011, then Governor Jerry Brown signed the Corporate Flexibility Act of 2011 (“Corporate Flexibility Act”), creating two new ...

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