Do you have an actual plan that looks at all the moving parts of your personal finances and include cash projections that take into account inflation, taxes and market returns including how those elements vary over time? Does your plan include keeping an updated Estate Plan in place?
State Law meets Excellent Federal Law for a BIG WIN for California Small Business Employees and Employers
A Great Tax Reform Benefit for Successful Small Business Owners - Most Don't Know!
The new Tax Reform Law in place since 1/1/2018 offers a potential opportunity for successful small business owners to sock away a significantly large pre-tax retirement plan contribution and have much of it "funded" by lower taxes. Even many tax pros are not aware and you need to act fast as 12/31/2018 is almost here!