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tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...

The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...

Brief Update: New Executive Order May Help Small Businesses

Last week, President Biden announced an executive order aimed at accelerating the country’s path out of the pandemic. There are ...

tax savings qsbs

The Powerful Tax Savings of “Qualified Small Business Stock”

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...

PPP loans Flexibility Act

Paycheck Protection Program (PPP) Loans: Round 2 Updates

The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...

QBI

Qualified Business Income (QBI)

Deduction May Create New Planning Strategies for Some Business Owners The Tax Cuts and Jobs Act of 2017 introduced a ...

Preparing to Sell Your Business: How to Optimize the Sale and Transition

We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...

PPP loans Flexibility Act

Paycheck Protection Program Flexibility Act

New Legislation Could Help Business Owners with PPP Loan Forgiveness Process After being approved by the senate early last week, ...

ppp loan

PPP Loan Forgiveness: Creative Planning Strategies to Consider

On May 15th the SBA released the PPP Loan Forgiveness Application for the Paycheck Protection Program loans, including detailed instructions ...

CARES Act

Details of Newly Passed CARES Act: Welcome Relief Plus Planning Opportunities

KEY PROVISIONS AT A GLANCE Individuals – $560 billion (est.): Direct payments: $1,200 to individuals earning up to $75,000 (incrementally ...