What Plan Sponsors Need to Know About SECURE 2.0 and Its Effect on Retirement Plans Concept Image With Young Woman Working on Computer at her Desk.

March 20, 2023

Many provisions encourage small businesses to offer a workplace retirement plan. Here's what plan sponsors need to know about SECURE 2.0 and its effect on retirement plans. Presented by Gerard Longo, AIFA®, CPFA®: SECURE 2.0 became law Read More...
SECURE 2.0: Workplace Retirement Plan Startup Tax Credits Concept with Three Business People Sitting Around a Work Table

February 20, 2023

SECURE 2.0 can help alleviate the cost to small business owners setting up a workplace retirement plan. Learn about the potential tax credits and who Read More...
Bright office with formally-dressed managers gathered around a large table, with their smiling boss speaking about a successful family transfer of the business.

May 10, 2022

Family transfers can cause problems when owners and families hold disparate views about the business and estate. By Kris Maksimovich, AIF®, CRPC®, Read More...
Family business transition with attractive couple signing contract

April 18, 2022

A guide for small business owners that can help you formulate the actions needed to effect a successful family business transition. Presented by Kris Read More...
Buy-sell agreement with business owners shaking hands.

November 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buy-sell agreements can provide stability for your business in the event of your death, Read More...
Choosing an entity for your business photo shows business man and woman working on laptops.

September 13, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing Read More...