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How Charitable Giving Can Benefit Donors
Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts from their Federal income tax return. Now, the couple thinks it is time to make a larger ... How Charitable Giving Can Benefit Donors
Top 10 Key Provisions of the SECURE Act
Setting Every Community Up for Retirement Enhancement (SECURE) Act As Enacted on December 20, 2019 · Prepared for LPL by Davis & Harman LLP Top 10 Key Provisions 1. Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also ... Top 10 Key Provisions of the SECURE Act
5 Ways to Maximize the Value of Your Business
We know how much time, effort, and dedication it takes to create a successful business. At the end of the day, you want to know how to maximize the value of your business in order to meet your personal financial goals. It’s never too early to begin thinking about exit and the ways you can ... 5 Ways to Maximize the Value of Your Business
How We Provide Advice: A 150-Point Inspection
One of the most common questions we’ve heard from prospective clients over the years is “If I become a client how will you help me?” It’s a good question and reveals the fact that it can be very hard to understand the services that a comprehensive wealth advisor will provide or the process they will ... How We Provide Advice: A 150-Point Inspection
Redefining Legacy: It’s Not Just What You Leave Behind
If we’re fortunate enough, there comes a point in our lives when we begin thinking less about the things we are doing today and more about the things we want to leave behind. The idea of creating a meaningful and enduring legacy is a powerful one. A legacy isn’t merely a financial arrangement that comes ... Redefining Legacy: It’s Not Just What You Leave Behind
A New Tool for Business Owners: The Buyout Barometer™
The best financial advice always originates from good questions. Conversely, missed opportunities and poor advice often stems from conversations that never happened because the right questions were never asked. We’ve developed a new tool for business owners called the Buyout Barometer™ that is intended to prompt the types of questions that are crucial to consider, ... A New Tool for Business Owners: The Buyout Barometer™
Employee Spotlight: Meet the Team Member (Danielle Berz)
This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally. This week we’ll be interviewing Danielle Berz, who joined Brown and Company in April 2013 as a Client ... Employee Spotlight: Meet the Team Member (Danielle Berz)
The SECURE Act Brings Big Changes to IRAs
To avert another government shutdown, Congress just agreed on a new spending bill. There’s been extensive news coverage of the spending bill, but a lesser known aspect of it is a piece of legislation called the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act is one of the most significant retirement ... The SECURE Act Brings Big Changes to IRAs
Selling Your Business? Consider an Installment Sale
We’ve talked about different ways to transition a business, but now we want to consider how you can structure the sale of a business. An installment sale is a transaction in which you sell your business to another party and the purchase price is spread over two or more years. To qualify for installment sales ... Selling Your Business? Consider an Installment Sale
Developing an Asset Protection Plan
On average, a new lawsuit is filed every two seconds in the United States. But few of us seriously consider the possibility of a lawsuit or other legal action against us in our daily lives. The vast majority of lawsuit defendants never thought it would happen to them. Developing an asset protection plan is a ... Developing an Asset Protection Plan
Employee Spotlight: Meet the Team Member (Ryan Csrnko)
This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally. This week we’ll be interviewing Ryan Csrnko, who joined Brown and Company in June of 2017 as a ... Employee Spotlight: Meet the Team Member (Ryan Csrnko)
Infrequently Asked Questions for Business Owners
As wealth advisors, one of the most valuable things we do for our clients is prompt questions that they are not already thinking about. We are all aware of the concept of FAQs or Frequently Asked Questions, but we would emphasize the importance of “Infrequently Asked Questions” as well. It’s often the things you don’t ... Infrequently Asked Questions for Business Owners