healthcare

Healthcare Considerations for Boomers in Retirement

Our comprehensive guide for Baby Boomers covers everything from understanding Medicare options and supplemental insurance to long-term care considerations.
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Dividend

Strategies for Extracting Cash from Your Corporation Without Dividend Treatment

Dividends paid out by a corporation are taxable, but there may be ways to get cash out of your closely held corporation without dividend treatment.
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Overstaffing

How Overstaffing Can Impact Your Small Business

This guide will not only help you identify and solve overstaffing issues but also ensure your necessary employees remain engaged and productive. Learn more.
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Death of a loved one

What to Do After the Death of a Loved One

The death of a loved one is one of life’s most difficult times. Learn how you can start financial preparations as a surviving spouse.
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Transactions

It Is Important to Understand How Taxes Factor Into M&A Transactions

Before merging/acquiring, understand how the transaction will be taxed under current law to avoid surprises.
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Savings

Smart Savings for Building and Expanding Your Nest Egg

This comprehensive guide outlines practical and proven savings hacks that can significantly enhance your financial security and future prosperity.
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third-party

What You Need to Know About Third-Party Tax Authorizations

There are times when you may need to authorize a third-party to represent you when dealing with the IRS. But how do you navigate the authorizations?
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PLESA

Employers Now Have Guidance on Emergency Savings Accounts (PLESA)

If you’re looking for an exciting new addition to your benefits package, consider offering “pension-linked” emergency savings accounts (PLESA) under your qualified retirement plan.
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