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Tax Strategies for High Earners
March 12, 2022 • 401(k), Business Owner Planning, Financial Planning, Financial Wellness, Investment Management, Investments, IRAs, Retirement Funding, Tax Strategies, Wealth Management

Tax Strategies for High Earners

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

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Preparing For a Business Valuation: A Guide For Small Business Owners
July 11, 2021 • Business Owner Planning, Executive Benefits, Financial Planning, Gulf Coast Business Owners, Wealth Management

Preparing For a Business Valuation: A Guide For Small Business Owners

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

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What Are SPACS, and Should I Be Invested in Them? Your Questions Answered
June 6, 2021 • Business Owner Planning, Financial Planning, Investment Management, Investments, Wealth Management

What Are SPACS, and Should I Be Invested in Them? Your Questions Answered

SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?

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The Aggregation Of Employers And Employees: Controlled Groups
November 14, 2020 • 401(k), Business Owner Planning, Executive Benefits, Gulf Coast Business Owners, Plan Sponsors, Retirement Funding

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).

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The Aggregation Of Employers And Employees: Affiliated Service Groups
November 14, 2020 • 401(k), Attorneys, Business Owner Planning, Dentists, Executive Benefits, Gulf Coast Business Owners, Physicians, Plan Sponsors, Retirement Funding

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.

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How the New Electronic Disclosure Rule affects your 401(k) Plan
October 29, 2020 • 401(k), Business Owner Planning, Financial Planning, Investment, Retirement Funding, Wealth Management

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. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. In this episode, Josh and Jay […]

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Building a Financial Wellness Plan That Works
August 26, 2020 • 401(k), Business Owner Planning, Financial Planning, Retirement Funding

Building a Financial Wellness Plan That Works

A comprehensive financial wellness plan begins by thinking about whether employees have a foundation to get through the ups and downs in the short-term and the mid-term

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Gulf Coast Financial Advisors, LLC ("GCFA") is a registered investment adviser offering advisory services in the State of Alabama and in such other jurisdictions where it is registered, filed the required notices, or is otherwise excluded or exempted from such registration and/or notice filing requirements. Registration does not indicate or imply that GCFA has attained a particular level of skill or ability nor does it constitute an endorsement of the firm by the Securities and Exchange Commission (SEC) or any state securities regulator.