Aging Property Owners with Passive Income Needs for Retirement At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have locked up most of their wealth in assets like real estate that are difficult to convert into cash. Read More: https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Come join us on October 19 for an important webinar on Tax Reform & ESOPs. We will provide an overview of Employee Stock Ownership Plans, including the…
Program produced by XPX New York. Recognizing and Responding to Liquidity Challenges As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival…
Learn how to get Global Publicity! Meet 3-time Best Selling author Jill Lublin co-author of “Guerrilla Publicity” click here for a free ticket to speak to Jill: https://www.eventbrite.com/e/meet-3-time-best-seller-jill-lublin-author-of-guerrilla-publicity-tickets-594313115527
I’m having a lot of client dialogue on Cash Balance Plans (CBPs). A CBP is the third sleeve of a Retirement Plan – following the standard 401k and Profit Sharing sleeves of traditional plans. The contribution limits are substantial allowing participants the ability to contribute significant $s pretax and to grow those contributions tax deferred….
Managing Today’s Reality of Excess Inventory: The Domino Effect of Having Out-Dated Software Systems. Not having real time information on the fast-moving products. Not having accurate information of the inventory level in multiple locations. No method of tracking Vendor Reliability of ON-TIME deliveries. What are the Results of Excess Inventory? Late shipments…
Every business needs a strong marketing strategy and plan, but not every business needs a full-time Chief Marketing Officer (CMO). Hiring an outsourced CMO can be the perfect solution for companies needing marketing leadership and business savvy without incurring high-ticket costs. Here are three reasons to consider hiring a fractional CMO for your business. 1. Fractional…
CBIZ Health Care Survey Shows Employers Prioritize Recruiting and Retaining Talent in Hot Job Market Survey also finds employers are prioritizing stemming the rising costs of medical plans and the inclusion of mental healthcare services Business Wire CLEVELAND — March 15, 2023 CBIZ (NYSE: CBZ), a leading national provider of insurance, financial and advisory services,…
Small actions yield tremendous results. SUMMi7 is hosting an event next week for Medium-Sized Business Owners on March 30 in Plano, and you’re invited! If you’re not in the Dallas region and would like to attend, please DM us, and we can explore if a virtual experience is right for you. The topic for this…
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