by Gene Gordon | Aug 20, 2018 | blog, LinkedIn
By now you’ve seen the big headlines in financial news publications touting Cash Balance and Defined Benefit Pension Plans as the new secret weapon to powerful tax savings for wealthy business owners and professionals. The eye-popping facts grab your attention:...
by Ileana Bravo | Jul 26, 2018 | blog, LinkedIn
Business owners have had their CPAs and attorneys on speed dial this year trying to figure out the full impact and consequences of last year’s tax changes on their 2018 Income taxes. While clearly some businesses will benefit, realizing lower taxes from pass-through...
by Gene Gordon | Jun 18, 2018 | blog
You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...
by Gene Gordon | Mar 12, 2018 | blog, LinkedIn, PensionQuote Blog
Springing forward into daylight savings time also ushers in tax season and the fear that we may face a big tax bill in April. Another reality will set in soon due to the new tax bill, which will spell significant changes as to what will be tax deductible. Several...
by Gene Gordon | Jan 16, 2018 | PensionQuote Blog
Many business owners are putting the finishing touches on their New Year’s resolutions. It could be a new workout, eating and drinking less, a better golf game, or even a new charity to sponsor. All are good goals but what about a retirement plan… one that will allow...
