Newsletters

• Could Employee Ownership Be Part of Your Succession Plan?

  An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

• Balancing Life in the Sandwich Generation

  The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

• Consider Munis for Tax-Free Income

  Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.

• HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

  New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.