Looking to take your business to the next level while leveraging potential tax advantages?
Contact Ron for a complimentary no-cost review of your current strategies or personalized guidance on setting up the right employee benefits and advanced solutions.
Business Solutions Offered:
Buy/Sell Agreements
Key Person Insurance
Deferred compensation
Executive bonus
Retirement Plans
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Human capital strategies for businesses and employees
Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?
The value of pet insurance
Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor. While medical care for your four-legged best friend can quickly drain your bank account, there are options available to help ease the burden. You can consider protecting your finances by purchasing a pet insurance policy. Here, we’ll explore pet insurance so you can determine whether obtaining the coverage fits your money management strategy.
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