Close Advanced Search Filters
Search
Companies
Topics
Content Types

Results > personal-financial-planning: (6)

Advanced Search Filters
Clear Filters
White Paper
Unlock the Power of Cost Segregation: A Must-Read Guide for Accounting Professionals
Thursday, September 19, 2024 Cost Segregation Authority Many misconceptions cloud the understanding of this strategy, causing investors to miss valuable opportunities. Here, we aim to demystify cost segregation, clarifying its applicability and highlighting its benefits for a diverse range of properties.
On-Demand Webinar
Tax Strategy Guide for Advanced Cost Segregation Benefits, 45L Energy Credits, and 179D Deductions
Monday, September 16, 2024 Cost Segregation Authority Watch this on-demand webinar with Erik Oliver, VP of Channel Partnerships at Cost Segregation Authority, to navigate the complexities of tax legislation and unlock new avenues for investment.
Infographic
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Wednesday, July 3, 2024 Intuit for Retirement Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
Infographic
The CAF American Donor Fund: A Brief Overview
Friday, June 23, 2023 CAF America The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
Guide
9 Easy Ways to Encourage High Participation Rates in Your Small Business 401(k) Plan
Tuesday, May 2, 2023 Ubiquity Retirement Discover how small business owners can encourage high participation in their 401(k) plans.
Guide
A Small Business Owner's Guide to the California State Mandate
Wednesday, June 22, 2022 Ubiquity Retirement The CalSavers deadline is June 30, 2022! Employers in California with five or more California employees aged 18+ will need to offer a retirement plan or default to the state-run program must comply or face penalties. Download the guide to learn more.