2017 ESOP and Pension Plan Limits
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As we head into 2017, just a reminder of the IRS limits announced for ESOPs and pension plans this year.
ESOPs…is it time to look?
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Our main clients are closely held businesses (and their owners), so business and individual planning are often tied at the hip in our office. Often that means a business sale isn’t the ideal exit or retirement solution for our clients, so we look hard for tax advantaged strategies that (at a minimum) won’t hurt the […]