A SECURE Act 2.0 Summary for Businesses Providing SEP and SIMPLE IRA Plans

Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re...

How to Protect Your Business from Divorce

Divorce is not a pleasant topic, and no one goes into marriage with plans for its dissolution. But if you...

Are Cash Balance Pension Plans a Good Retirement Option for Your Company to Offer?

Figuring out which type of retirement plan to offer your employees is not as simple as choosing a 401(k) and calling it...

Choosing the Right Retirement Plan: Should Your Business Offer a Defined Benefit Plan?

A defined benefit plan — also known as pension plans or qualified-benefit plans — is one of the oldest retirement plan...

Should Your Company Consider Key Person Insurance to Protect Business Continuity?

What is key person insurance? Key person insurance — also called key man insurance, key woman insurance, or business life...

Should Your Business Consider a Pooled Employer Plan (PEP)?

What is a pooled employer plan (PEP)? A PEP is a defined contribution plan for retirement, but rather than the...

Should You Invest in Rental Properties in the Current Housing Market?

There will always be demand for housing. Unlike other expenses, which consumers can adjust accordingly, people will always need a...

Why Your Small Business Needs a Buy-Sell Agreement

What is a buy-sell agreement? A buy-sell agreement, much like a will, is a contract that stipulates how members of...

Landmark CPAs Announces Merger with Garland & Greenwood CPAs, Expands Operations

Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...

The Solo 401(k): A Retirement Option for Small Business Owners

Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings...