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Library » Webinar: The State of Today's Mergers and Acquisitions Market and Preparing your Business for Sale

November 20, 2020 | Investment Management

Watch Russell D’Alba and John Hawkins from Paramax Corporation, and Dana Vosburgh from Manning & Napier, discuss how COVID-19 has impacted the overall landscape of today’s mergers and acquisitions market, items to consider when preparing your business for sale, how to know …

James Esposito

Qualified Plans Consultant

Library » Small Business Retirement Plans and Recent Tax Reform

August 17, 2018 | Retirement Plans

With the passing of the Tax Cuts and Jobs Act (TCJA) in December of 2017, business owners may be asking how it might impact a currently sponsored qualified retirement plan, or they may be considering adopting one for the first time. In fact, one of the new tax deductions under TCJA may result in …

James Esposito

Qualified Plans Consultant

Library » How Business Owners Can Profit from the Tax Cuts and Jobs Act

July 30, 2018 | Tax Planning

The Tax Cuts and Jobs Act brought sweeping changes to the tax code, but business owners may come out on top. Find out if you meet the requirements and what steps you can take to take advantage of the new deduction. Have questions about the new tax laws and qualified plans? We’ …

James Esposito

Qualified Plans Consultant

Library » Three Considerations For Small Business Owners When Implementing a Retirement Plan

November 17, 2016 | Retirement Plans

Business owners looking to implement a new qualified retirement plan—like a §401(k) plan or a cash balance plan—for the 2016 calendar year must have the plan document signed by 12/31/2016 for the earliest allowable effective date of 01/01/2016. Here are some important points to consider about …


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