Newsletters
Buy-Sell Agreements
Posted October 2018
Buy-Sell agreements are important to every business owner and there is a high probability that, if not done right, they will lead to disputes and possible litigation. Buy-sell agreements are agreements among business owners, or between the owners and the business itself, setting forth the price and terms of the purchase of an owner’s interest when certain trigger events occur.
Self-Directed IRAs: Handle With Care
Posted October 2018
IRAs — both traditional and Roth — are powerful tools for financial, retirement, and estate planning. But what if you’re not satisfied with your IRA’s performance? One way to “turbocharge” its benefits is to use a “self-directed” IRA, which is permitted to hold alternative investments that offer higher potential returns. That’s an attractive feature, but self-directed IRAs also present some dangerous tax traps that can wreak havoc on your plans.
Time to Revisit the R&D Tax Credit?
Posted October 2018
The federal research tax credit (R & D credit) has been available for 35 years, but many companies fail to take advantage of its significant cash-flow benefits. Some companies may believe that the credit doesn’t apply to them; that it’s only available to biotech companies or those that conduct laboratory research. In fact, it’s potentially available to any business that invests in developing new products, improving processes or techniques, creating software, and a variety of other innovations.