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Wednesday, July 3, 2024
Intuit for Retirement
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
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.
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Friday, June 23, 2023
CAF America
The CAF American Donor Fund: A Brief Overview
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
Tuesday, May 2, 2023
Ubiquity Retirement
9 Easy Ways to Encourage High Participation Rates in Your Small Business 401(k) Plan
Discover how small business owners can encourage high participation in their 401(k) plans.
Guide
Wednesday, June 22, 2022
Ubiquity Retirement
A Small Business Owner's Guide to the California State Mandate
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.
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