A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
The Aggregation Of Employers And Employees: Controlled Groups
One example of a controlled group is a Parent-subsidiary controlled group: The simplest form of a parent-subsidiary controlled group consists of one business (the parent) that owns at least 80% of another business (the subsidiary).
The Aggregation Of Employers And Employees: Affiliated Service Groups
The affiliated service group (ASG) rules were added to the Code in order to close several loopholes that practitioners found in the controlled group rules. Even if two businesses do not constitute a controlled group, the ASG rules will aggregate the businesses if they are sufficiently tied together in performing services for one another or for third parties.
Taxes, Stimulus & Market Uncertainty – what impact will the upcoming election have on your money?
Tune in to hear Josh, Will and Jay discuss 3 key areas for folks with investment and/or business assets to think about with our upcoming election: Taxes, Stimulus and Market Uncertainty.
How the New Electronic Disclosure Rule affects your 401(k) Plan
This episode is a great example of how fast technology is changing, and how that affects 401(k) plans!