Keep It Simple Blog

In this comprehensive guide, discover how to navigate capital gains tax efficiently with strategic use of 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments in Opportunity Zones. Learn the intricacies of each method to defer, reduce, or even eliminate capital gains taxes, enhancing your investment returns. Whether you're a real estate investor looking to expand your portfolio or a business owner aiming to maximize sale proceeds, this post offers invaluable insights into leveraging tax strategies for optimal financial growth.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

Cross-tested plans may enable some companies to direct a greater portion of contributions to highly compensated employees. Whether this type of plan design is appropriate for your company will depend greatly on the demographics and goals of your company.

What 401(K) plan design option works for businesses with lots of highly compensated employees? Social Security Integration could be the plan design for your business. Discover the reasons why this plan design option works for many business owners.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What's the most popular 401(k) plan design option? The answer is the Safe Harbor 401(k). Discover the reasons for this plan design option being the most popular amongst business owners.

As a business owner, there are few tax advantages greater than a good retirement plan. What makes a retirement plan good or bad? In short, Plan Design. Today we'll breakdown 401(k)s to see if this option would be the best for your company.

Whether you already have a retirement plan or you are thinking of adding one to your business, knowing your plan design options will make sure you're maximizing every benefit. Profit Sharing, 401(k), Safe Harbor 401(k), which is right?