In Episode 5, we tackle the question of how to figure out if an ESOP is potentially the right strategy for you. Unlike 401(k)s or other common retirement plans, implementing an employee stock ownership plan generally requires a formal purchase and sale of shares, with preparation, negotiation, and …
Gain & Pain: How Biden’s Tax Plan Could Impact Your Exit
Like many things coming out of Washington lately, the recently proposed Biden Tax Plan has, so far, inspired little other than confusion and angst across Wall Street, Main Street and Bourbon Street. With the government and Federal Reserve teaming up to inject record sums of fiscal and monetary …
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Gifting and Estate Planning: Is It Time to Act?
Come January 20, Democrats will control both houses of Congress and the White House. This virtually ensures that taxes are going up. How significant is Biden’s proposed tax increase? $3 trillion, including a significant reduction in the estate tax exemption! Understanding your …
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