Insights

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ESOP Benefits for Business Owners

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February 17, 2022

A sale to an Employee Stock Ownership Plan (ESOP) is a rarely used Exit Path, but business owners have begun taking interest …

Trends to Watch Out for in Q1 2022

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February 17, 2022

We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron …

Proactive Tax Planning Starts with Goals

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February 17, 2022

All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re …