Posts By: Joseph Lewis
Most employers who want to avoid the administration costs of a 401(k), deliberate between the traditional (or Roth IRA), SIMPLE plan, or a SEP IRA. The SEP IRA is usually…
Deciding whether to switch to an S Corporation isn’t a straightforward decision. There are three main upsides to making the switch, and four main downsides to making the switch. First,…
Many S-Corp owners don’t realize it but as small-business owners they have more options to save on healthcare costs than any other group of Americans. For example, in order to…
This is the seventh installment of our monthly tax blog on the Tax Cuts and Jobs Act. In our third installment we provided an overview of the deduction. The fifth…
This summer, parents are increasingly looking forward to the day their kids will be out of the house, but dreading the cost of their new residence: college. As you consider…
Does your business help provide support for working families through a paid family and medical leave policy? If it does or you are considering adding such a policy, you should…
Faced with differing standards for investment advisers and brokers, the SEC is preparing a consistent standard for both. SEC chair Walter Clayton has said that clarity and consistency are key…