by Megan Slatter | Aug 24, 2024 | External
August 24, 2024 | BY Gabrielle Olya | GO Banking Rates 
by Megan Slatter | Aug 12, 2024 | External
August 12, 2024 | BY Ben Mattlin | Financial Advisor 
by Megan Slatter | Oct 6, 2023 | Uncategorized
With the year drawing to a close, it’s a time of festivities, reflection, and, yes, tax planning. While taxes might not be as exciting as the first snow or holiday lights, a little foresight can lead to significant savings. Check out our list of simple yet... 
by Megan Slatter | Mar 20, 2023 | In-House Analysis, Tax Planning
Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, commonly referred to as the qualified small business stock (QSBS) exemption. Under certain circumstances, a taxpayer may be...