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56 results from “new tax plan”

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Executives shaking hands
Executives shaking hands
Executives shaking hands
INSIGHT
A Window of Opportunity: Weighing Your Options in the Current Business Environment

With potential changes to tax laws looming and a mergers and acquisitions market that’s on fire, it’s an important time for business…

JUN 29, 2021 JAYNE HARTLEY
Close up of a Bill
Close up of a Bill
Close up of a Bill
INSIGHT
Debt Ceiling Brinkmanship

Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news of a different battle brewing in Washington: a sta…

SEP 20, 2021 BRANDON HUDDLESTON
Business discussions for sale of business between executives
Business discussions for sale of business between executives
Business discussions for sale of business between executives
INSIGHT
current market news
How Biden’s Planned Tax Changes Could Impact You and Your Business

President Joe Biden has laid out his American Jobs Plan and American Families Plan, which include plans to increase corporate and income taxes &…

JUN 02, 2021 CAROLINE (GARDNER) DONLIN - MANAGING DIRECTOR, CORPORATE ADVISORY
Senior executive in a contemplative mood
Senior executive in a contemplative mood
Senior executive in a contemplative mood
INSIGHT
current market news
If You Want to Sell Your Business in 2021, Move Quickly

After a difficult year for some companies and a banner year for others, many business owners are evaluating whether now is the right time to sell the…

JUN 02, 2021 PAUL MAJERUS
Insight Image
Insight Image
Insight Image
INSIGHT
Tax legislation update - New details from White House budget

While legislation has yet to be proposed for any upcoming tax changes, last Friday the White House gave us more details on what they want, when it re…

JUN 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
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Insight Image
Insight Image
INSIGHT
What you need to know about the personal income and estate tax proposals in Biden's proposed 2022 budget and tax plans

News continues to come out about the Biden administration’s tax proposals.  We are still waiting for the drafting of the legislation to be…

AUG 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
Insight Image
Insight Image
Insight Image
INSIGHT
wealth planning update
Should you change your state of domicile?

Traveling to warmer climates for the winter is a tradition for many families, as is taking advantage of southern states with lower, or no, income tax…

AUG 11, 2021 JULIE ANN GARBER NATHAN BYERS
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Insight Image
Insight Image
INSIGHT
wealth planning update
The time for estate planning is now

Planning is important in any environment. When done correctly, you will be able to both minimize transfer taxes while exerting control over your lega…

JUN 22, 2021 PRATIK PATEL
Woman C-suite executive looking at important documents
Woman C-suite executive looking at important documents
Woman C-suite executive looking at important documents
INSIGHT
The value of a wealth plan for a business owner

Business owners need to integrate their personal goals with the needs of their business as they journey through the various stages of their personal …

JUN 30, 2021 JAYNE HARTLEY
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Insight Image
Insight Image
INSIGHT
Q2 2021 Earnings Preview: Favorable outlook but high expectations

Equities are near all-time highs, but growth expectations are similarly high. According to FactSet,Earnings Per Share (EPS) guidance revisions for Q2…

JUL 15, 2021 JAY RITTER YUNG-YU MA, PH.D.