Pension Benefits: Which Option is Best for Retirement?
After you retire, your pension plan typically offers you at least two alternatives: a consistent income stream or a one-time lump-sum payment. Which alternative suits your circumstances the best?
IRS releases rules for tax-exempt entities to monetize IRA credits
Tax-exempt entities may monetize credits under the Inflation Reduction Act under these rules that the IRS released.
Planning for the Sale, Disposition, or Succession of Your Business
The business appraisal and evaluation process for an exit strategy can be challenging. Learn where to start and what questions to ask.
Virginia Businesses Employing More Than 25 Employees Now Have Three Options
On July 1, 2023, more than 8,000 Virginia employers will receive a notice about RetirePath, a state-sponsored retirement program. Employers will need to register by February 2024, offer their own plan, or pay a per-employee fine.
Top Ten Issues in Real Estate: 2023
Real estate owners and operators are facing many recurring challenges in 2023, like labor shortages and supply chain disruptions, while they also grapple with new issues like ESG reporting requirements, energy resiliency, and more.
Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
