Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >
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An ESOP is more than a retirement plan. It is a sophisticated exit strategy that can provide liquidity, tax efficiency, and legacy preservation while keeping the business independent.
Business owners often treat retirement and exit planning separately. Learn how aligning both can improve taxes and business goals.
Another successful NCEO conference is in the books!
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