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Wednesday, 04 January 2017 05:54

ESOPs...is it time to look?

Our main clients are closely held businesses (and their owners), so business and individual planning are often tied at the hip in our office.  Often that means a business sale isn't the ideal exit or retirement solution for our clients, so we look hard for tax advantaged strategies that (at a minimum) won't hurt the underlying business operations and ESOPs have been a regular part of that analysis.
Published in Blog
Thursday, 05 January 2017 05:49

2017 ESOP and Pension Plan Limits

As we head into 2017, just a reminder of the IRS limits announced for ESOPs and pension plans this year.  

Published in Blog
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