Key Benefits from Congressional Action on Retirement Savings According to the Federal Reserve, 40 percent of American families do not have enough emergency savings to pay for an unexpected expense,

There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure Act 1.0 and Section 401(b)(2) for 2021 Income Tax Filing.

Employee ownership remains a bipartisan initiative because of the widely acknowledged benefits to job creation, employee retention, and healthy communities. Recent developments in legislation support this movement.   To help make

Closely held businesses are often lean, efficient and focused on delivering value for customers. As part of this well-oiled machine, many business owners find themselves making a continual tradeoff between

Tax time in 2022 may be months away, but New Year’s Eve is rapidly approaching. The fourth quarter is when you should consider some proactive tax preparation to improve your

Originally published on The Columbus Bar Association website   There are approximately 77 million Baby Boomers in the United States. According to AARP, 10,000 Baby Boomers are turning 65 each