Business Advisory
Considering a Merger or Acquisition?
…occur among companies of similar size and earnings. Following the merger, the individual companies no longer exist and a new company is launched. For larger businesses, a merger must be…
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Taxes
Ins and Outs of Kiddie Tax
…savings by transferring their investment income to their children. Under the Tax Cuts and Jobs Act (TCJA), the Kiddie Tax rules have changed drastically. Under the original Kiddie Tax rules,…
Financial Planning
Three Questions Law Enforcement Officers Should Ask Their Financial Advisor
…and takes a team approach to helping you solve them. If you have questions you’d like to ask a qualified fiduciary advisor, please schedule a call. Footnotes https://www.sec.gov/rules/interp/2019/ia-5248.pdf https://www.sec.gov/rules/final/2019/34-86031.pdf https://www.finra.org/rules-guidance/key-topics/suitability…
Financial Planning
How Much Should You Budget for Healthcare in Retirement?
…the peace of mind. If you’d like help planning for healthcare expenses in retirement, or to discuss any other financial matters, please schedule a call. Footnotes: https://www.plansponsor.com/health-care-retirement-will-cost-average-315000/ https://www.medicare.gov/Pubs/pdf/11579-medicare-costs.pdf https://acl.gov/ltc/basic-needs/how-much-care-will-you-need https://www.singlecare.com/blog/news/long-term-care-statistics…
Financial Planning
How Women Are Financially Affected by Divorce
…your financial life before, during or following a divorce, please schedule a call. Footnotes United States Government Accountability Office, “The Nation’s Retirement System,” 2017. https://www.pewresearch.org/fact-tank/2017/09/20/americans-see-men-as-the-financial-providers-even-as-womens-contributions-grow https://www.ubs.com/content/dam/WealthManagementAmericas/documents/2018-37666-UBS-Own-Your-Worth-report-R32.pdf https://legaljobs.io/blog/child-custody-statistics/ https://www.creditcards.com/to-her-credit/surviving-divorce-financially/ https://www.worthy.com/blog/knowledge-center/insights/financial-study-on-divorced-women/ https://www.cnbc.com/2021/09/21/divorce-can-devastate-womens-retirement-savings-how-to-rebuild.html…
Financial Planning
Taking Giant Steps in your Retirement Plan
…but for many it’s the right approach to take “giant steps” to get them back on track. “…tomorrows another day…I may as well play…” -The Police Footnotes: https://www.sciencealert.com/here-s-how-high-you-could-jump-on-other-worlds-in-the-solar-system https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/cash-balance-pension-plans-consumer.pdf https://www.irs.gov/newsroom/tax-cuts-and-jobs-act-provision-11011-section-199a-qualified-business-income-deduction-faqs…
Business Advisory, Risk Management
Why Hotlines Are Essential for Workplace Fraud Detection
…identified through tips, with 52% of those tips coming from employees, 21% coming from customers and 11% coming from vendors. In contrast, 14% of fraud was identified during an internal…
Careers
…License 4+ Years Client-Facing Experience Including Individuals, Trusts and Businesses Download Job Description PDF Atlanta Financial Planner Wealth Management View Position Bay Area, CA Financial Planner Wealth Management View Position…
Financial Planning
What’s Going On With NIL?
…NIL deal. For help with NIL deals, or any other financial matter, schedule a call with a member of our team. Footnotes: https://www.statista.com/chart/25236/ncaa-athletic-department-revenue/ https://ftw.usatoday.com/lists/nil-college-basketball-football-best-weirdest-deals https://afrotech.com/nil-deals?item=14 https://www.insidehighered.com/news/2021/10/12/while-some-ncaa-athletes-cash-nil-others-lose-out https://www.si.com/college/2022/05/02/nil-name-image-likeness-experts-divided-over-boosters-laws-recruiting https://brobible.com/gear/article/factor-meals-review/ https://www.si.com/college/2022/05/09/ncaa-nil-guidelines-boosters-athlete-funds https://www.sandiegouniontribune.com/sports/story/2022-05-04/blame-ncaa-for-nil-getting-out-of-hand…
