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Check out our most recent webinar featuring Dave Brauer, Jeremy Palm and Wendy Frame.

30 Aug 2018

Reminder: 2017 Cash Balance Plan and Traditional Defined Benefit Plan Contributions are due 9/15

If you have not already made your 2017 Cash Balance Plan or Traditional Defined Benefit Plan contribution, you need to do so by September 15,...

24 Aug 2018

News, Tax and Accounting, Tax Reform

Foreign-Derived Intangible Income (FDII) – a New Deduction for Corporations

Disclaimer: The rules related to FDII is complex and will require guidance from Congress or the IRS for additional clarification. Please contact your Lurie advisor...

23 Aug 2018

News, Retirement Planning

Cash Balance Plans + Tax Reform = A Great Opportunity for Business Owners

A recent article in the Financial Advisor magazine discusses how tax reform created even more tax incentives for business owners to sponsor Cash Balance Plans....

New Tax Law | What should advisors know?

Reminder: 2017 Cash Balance Plan and Traditional Defined Benefit Plan Contributions are due 9/15

Foreign-Derived Intangible Income (FDII) – a New Deduction for Corporations

Cash Balance Plans + Tax Reform = A Great Opportunity for Business Owners

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