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Retirement › Tax-Deferred Exchanges

Adler Pollock & Sheehan P.C.

Estate planning for your business: Use an ESOP to properly address your closely held company

Adler Pollock & Sheehan P.C. on

If a substantial portion of one’s net worth is tied up in his or her closely held business, it’s critical to have an exit strategy. This article explains why an employee stock ownership plan is one tool that offers a...more

Chambliss, Bahner & Stophel, P.C.

Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

Chambliss, Bahner & Stophel, P.C. on

The oldest of the 75 million baby boomers have begun turning 70 in 2016. Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your...more

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