Learning Center
Week 10 – ESOPs as an Exit Strategy
May 17, 2024 ESOPs as an Exit Strategy An employee stock option plan (ESOP) is an often overlooked exit strategy for business owners. An ESOP is a qualified retirement plan that gives employees ownership in the company through stock. They are flexible, allowing...
Follow us…
Search the Site
Week 10 – ESOPs as an Exit Strategy
May 17, 2024 ESOPs as an Exit Strategy An employee stock option plan (ESOP) is an often overlooked exit strategy for business owners. An ESOP is a qualified retirement plan that gives employees ownership in the company through stock. They are flexible, allowing...
Week 9 – Secure Tax Act
May 10, 2024 The Secure Tax Acts and Retirement From 2017 to 2022, there were several wide sweeping changes to the Tax Code. From the tax cuts created by the 2017 Tax Act to the legislation passed in 2020 and 2021 in response to the Covid pandemic. These tax law...
Week 8 – Intentionally Defective Grantor Trusts
May 3, 2024 Intentionally Defective Grantor Trusts The Tax Reduction and Jobs Creation Act of 2017 (The 2017 Act) reduced the number of taxpayers who might be subject to Estate Tax upon their death. The Estate Tax exempts estates under a specific exemption amount....
Week 7 – Backdoor Roth IRA
April 26, 2024 Today’s topic for tax �p Friday is Backdoor Roth IRAs. While Roth IRAs are very popular, many high income taxpayers are unable to contribute due to Modified Adjusted Gross Income (MAGI) limits. The backdoor Roth IRA is a strategy that allows high...