Nonqualified Deferred Compensation Plans for Business

October 4, 2022

If you are a for-profit business owner, learn about nonqualified deferred compensation plans for business use.  Presented by Dean Elliott, CPFA®: Employers choose to offer nonqualified plans—among them, split dollar, executive bonus, Read More...
Small Business Binder and Charts for Choosing the Right Retirement Plan for Your Business

June 6, 2022

Presented by Gerard Longo, AIFA®:  As a small business owner, you’ve reached a certain level of success and built a comfortable future for your Read More...
The SEP IRA image shows businessmen and women sitting together having a discussion.

March 1, 2021

Presented by Dean Elliott, CPFA®: As a self-employed individual or small business owner, you have the ability to establish a simple and Read More...
The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

February 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As an employer with 100 or fewer employees, you have the ability to establish a simple and Read More...
Tax-Savings Opportunity for NQSO Holders computer graphic.

April 17, 2020

Presented by Ben Murphy, CPA, PFS™: If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what they’re worth Read More...
Nonqualified deferred compensation plan shows woman sitting at desk typing on computer.

October 25, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Deferred compensation is a term broadly used to describe any agreement between you and your employer to Read More...