Featured 
Avoiding the 10% Penalty On Early IRA Withdrawals

For one reason or another, you may need to take some money out of an IRA before reaching retirement.* You can withdraw money from an IRA at any time and for nay reason, but it’s important to keep in mind that most IRA withdrawals are at least partially taxable. In other words, you’ll owe regular income

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News 
A Closer Look at the Market Approach

There are three approaches to valuing a business: the cost, market, and income approaches. In this article, we focus on the market approach, which the International Glossary of Business Valuation Terms defines as: A general way of determining a value indication of a business, business ownership interest, security, or intangible asset by using one or more methods that

IRA 
Avoiding the 10% Penalty On Early IRA Withdrawals

For one reason or another, you may need to take some money out of an IRA before reaching retirement.* You can withdraw money from an IRA at any time and for nay reason, but it’s important to keep in mind that most IRA withdrawals are at least partially taxable. In other words, you’ll owe regular income

Retirement Planning 
Maximize Social Security Benefits When You Retire

Get the most from Social Security. Younger retirees face a harsh penalty for working part-time. For every $2 earned over $18,960 in 2021 (up from $18,240 in 2020), you lost $1 in Social Security benefits. In the year you reach full retirement age, a higher earnings threshold applies. Your benefits will be reduced by $1 for

Culture 
New Hire!

We are pleased to introduce you to our newest hire — Mackenzie Bertolas! Kenzie is from Anoka, Minnesota and graduated with her Bachelor’s Degree from Midland University. Welcome aboard, Kenzie!

Tax 
How Virtual Currency Transactions Affect Your Tax Situation

Virtual currencies, also known as cryptocurrencies, have gone mainstream. For example, you can use Bitcoin to buy a Tesla, or you can use a Bitcoin wallet on your smartphone to make everyday purchases. But beware: Using virtual currency has federal income tax implications that may surprise you.

Estate Planning 
Consider Hosting a Family Meeting about Your Estate Plan

If you’re a business owner and a high-net-worth individual, you may want to gather your family members together to discuss the details of your estate plan. This can be especially important if you own a business that employes family members. These meetings are a little like the Scottish clan gatherings held hundreds of years ago

News 
Beware of a 100% Personal Liability Penalty

A “100% penalty” can be assessed against a responsible person when federal income tax and/or federal employment taxes are withheld from employee paychecks but aren’t handed over to the government.

Charitable Giving 
How the Current Tax Law Affects Charitable Giving from IRAs

For charitable donors, the Tax Cuts and Jobs Act (TCJA) provided some tax breaks and took away others. Here’s what charity-minded individuals need to know.

Culture 
Congratulations!

A congratulation is in order for two current associates, Cecilia London and Austin Voigtman, both receiving Outstanding Student of the Year awards at UNO.