Business owners, successful professionals and those with retirement assets should be aware of current exemption amounts, and how recent history has proven that those amounts can change with the “stroke of a pen”

Normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly historic election just days away, they would record some of their thoughts before the final outcome is known.

Tune in to hear Josh & Jay's thoughts on Hurricane Sally, what to do with employees, taxes, tech, incomes, cash flow, and reserves, and of course…Covid’s continued impact on our local business community.

Learn how we use math, methods, systems, research, collaboration and common sense to construct investment portfolios to match investor's time horizon, risk tolerance & goals, and how that played a critical role in portfolio resiliency during the crisis.

The primary business owner can potentially sell company stock in a tax-free manner to the employees and there are potential tax savings related to lack of income taxes paid at the corporate level with an ESOP.

We discuss why a business owner would consider a Defined Benefit Plan and how a business owner with a fully funded 401k can layer a Cash Balance Plan on top to provide additional future retirement income.