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Uncategorized

Secure Act 2.0 Student Loan Match Program: Employee Benefits and Retention

August 21, 2024 in Uncategorized 0 Comments

In the realm of employee benefits and retention strategies, the Secure Act 2.0 introduced a groundbreaking initiative known as the Student Loan Match program. This innovative approach allows...

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Uncategorized

Employee Stock Ownership Plans (ESOPs): A Guide for Business Owners and Employees

August 21, 2024 in Uncategorized 0 Comments

In the realm of business transitions, employee retention, and succession planning, Employee Stock Ownership Plans (ESOPs) have emerged as a powerful tool that benefits both business owners and...

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Money

Gift Leaseback for Small Businesses: Unlocking Asset Value

August 21, 2024 in Money 0 Comments

As a small business owner, you may have fully depreciated assets within your business that still hold significant value. One way to unlock this value and inject much-needed liquidity into your...

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Business

Demonstrated Scalability for The Practice Owner with Plans 

November 14, 2023 in Business 0 Comments

As a dental practice owner, it’s crucial to understand the significance of demonstrating scalability and maintaining accurate financial reporting. Not only does it offer valuable insights...

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Protecting Your Financial Future: The Significance of the “Three Black Swans”  

October 31, 2023 in Uncategorized 0 Comments

Understanding the Impact of Death, Disability, and Lawsuits on Your Financial Stability  In an ever-changing world, it is crucial to safeguard our financial well-being against unforeseen events...

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Recent Posts
Secure Act 2.0 Student Loan Match Program: Employee Benefits and Retention
August 21, 20240 Comments
Employee Stock Ownership Plans (ESOPs): A Guide for Business Owners and Employees
August 21, 20240 Comments
Gift Leaseback for Small Businesses: Unlocking Asset Value
August 21, 20240 Comments

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    SC 29464
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