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 ...
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 ...
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 ...
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 ...
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 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 ...
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 ...
