Pension Webinar Course – Session 4: Ins and Outs of a Defined Benefit Plan
January 10th, 2020 David Blain (Taxloopholes.com Advisor)
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 […]
Pension Webinar Course – Session 3: Basics of a Profit Sharing Plan
January 3rd, 2020 David Blain (Taxloopholes.com Advisor)
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 […]
Coming Soon: Three Possible Tax Policy Changes
December 17th, 2018 (Taxloopholes.com Tax Strategist)
Depending on your perspective, the 2017 Tax Cuts and Jobs Act was either a reasonably-balanced tax cut that favored the middle class or a reverse Robin Hood (stealing from the poor and giving to the rich). But everything is temporary. Again depending on your perspective, these latest tax law changes could go up in smoke […]
