3(38) and 3(21) investment advisors

3(38) and 3(21) Fiduciary Investment Advisor Services

Byron T. Deese Business Management, 401k, Retirement Plans Leave a Comment

If you’re a retirement plan sponsor and/or administrator, did you know that you can outsource several key responsibilities for managing your company’s benefits package for your employees? For example, you …

long-term care insurance

Long-term Care Insurance: Why You Should Consider It As You Age

Byron T. Deese Personal Finance, Tax Planning For Individuals Leave a Comment

As baby boomers plan for retirement, there is a growing need for long-term care. At the same time, costs for nursing home care, assisted living and in-home care are growing …

New Tax Law Changes

When Should You Sell Your Business?

Glass Jacobson Wealth Advisors Business Management Leave a Comment

Knowing when to sell your business is not an exact science. Like deciding when to sell a stock, you need to combine some intuition with analytic talent. Both skills can …

succession planning

Succession Planning: 10 Things You Should Consider

Glass Jacobson Wealth Advisors Business Management, Retirement Plans Leave a Comment

Let’s face it: you’re not going to work forever. At some point, you’re going to want (or need) to pass the reins of your business to someone else. If you …

when a spouse dies

Steps to Take When a Spouse Passes Away

Byron T. Deese Personal Finance Leave a Comment

Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many cases where the surviving partner …

Paid Leave

DC Paid Family Leave Program Requires New Employer Payroll Tax

Christine Williams Tax Planning For Businesses, Business Management Leave a Comment

As of July 1, 2019, employers in the District of Columbia (DC) are required to pay a 0.62% quarterly payroll tax that will go towards the Paid Leave Implementation Fund. …