News & Insights
Social Security’s Future: The Problem and the Proposals
May 18th, 2023
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Accounting & Outsourced Solutions |
Tax |
Wealth Management
Recent reports have raised anew concerns about the impending insolvency of the Social Security program, absent congressional action. Social Security reform has long been considered a “third rail” of American […]
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4 Tax Challenges You May Encounter if You’re Retiring Soon
May 16th, 2023
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Financial & Retirement Planning |
Wealth Management
Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four […]
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The Ripple Effect of Failed Banks
March 17th, 2023
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Wealth Management
Several banks have come under scrutiny as depositors have lost trust in the safety of their deposits and, so far, three banks have failed: Silvergate Bank, Silicon Valley Bank, and […]
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New Grant Program Available for Underfunded Local Government Pension Plans in Michigan
March 7th, 2023
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By Rod Taylor |
Consulting |
Financial & Retirement Planning
A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of […]
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Preparing to Sell Your Business
February 23rd, 2023
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Consulting |
Risk Management |
Strategy and Planning |
Transactional Services |
Wealth Management
The idea of selling a business can be daunting. Finding a buyer and managing the time-intensive process while continuing to run the business may cause owners to avoid the subject […]