Featured 
Stay on Top of Retirement Tax Angles

Compounding of earnings and starting to save early have a tremendously positive effect on how much you accumulate for retirement. But to make the most of compounding, you also need to be smart about taxes.

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Culture 
Our Community Counts

In December, we took some time to give back to our community through two outstanding organizations, Open Door Mission & FoodBank for the Heartland.

Culture 
And the Ugliest Sweater Goes To…

We were feeling festive this holiday season with our annual ugly sweater contest.

Retirement Planning 
Stay on Top of Retirement Tax Angles

Compounding of earnings and starting to save early have a tremendously positive effect on how much you accumulate for retirement. But to make the most of compounding, you also need to be smart about taxes.

Business Ownership 
Value Your Business Internally and Externally

While preparing your succession or estate plan, it can be helpful to value your family business both internally and externally.

COVID-19 
Summary Of New COVID-19 Relief Provisions

The House Committee on Appropriations prepared a summary of the new $900 billion COVID-19 Relief Provisions that can be found here.

Investment 
Is It Time for a Roth Conversion?

It can make sense to convert a traditional IRA into a Roth account if you think that your current federal income tax rate is lower than it will be when you retire. Currently, federal income tax rates are low by historical standards- but that might not last much longer.

Succession Planning 
Succession Planning Requires Smart Strategies

Succession planning is important in any business, but it’s sometimes overlooked in family-owned operations. This is a big mistake. There are numerous former family-run companies that no longer exist due to poor or no succession plan.

Estate Planning 
Estate and Tax Planning Techniques Available

Did you know there are estate and tax planning techniques available to clients that are the wealth creators in their families but whose parents or grandparents do not have significant wealth? A planning technique, commonly known as “upstream power of appointment” or “senior power of appointment” (UPOA), provides for a general power of appointment (GPOA)