January 17th, 2020

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers the need to know details of a Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company. Click here to watch now. What to watch […]

Read More

January 10th, 2020

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each. Click here to […]

Read More

January 3rd, 2020

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses. Click here to watch now. What to watch for: Money Purchase Pension Plan 2:37 […]

Read More

December 24th, 2018

The charitable donation deduction is one of the most popular ones in the Code. Under current rules, most taxpayers can deduct up to 50 percent of their adjusted gross incomes. Then, the 2017 Tax Cut and Jobs Act radically changed the landscape. The TCJA did not touch the charitable deduction section itself, as this provision […]

Read More