Tag Archives | IRS

Retirement Plans, Benefits & Savings

A pension plan is an employee benefit plan established or maintained by an employer or by an employee organization (such as a union), or both, that provides retirement income or defers income until termination of covered employment or beyond.

Read full story Comments { 0 }

Plan today so you can succeed tomorrow

Your succession plan needs to tie into economic cycles. Assume the economy slowly emerges out of this recession and is relatively robust in seven years. A 55-year old business owner today will be about 62 when we hit the next bull economy.

Read full story Comments { 0 }

2009 Senior Freeze (Property Tax Reimbursement)

The deadline for filing 2009 Senior Freeze (Property Tax Reimbursement) applications
has been extended to Nov. 1. The current deadline is Aug. 2.
The State Budget permits applicants who received a reimbursement last year to get a
check in 2010, provided their 2009 income was $70,000 or less and they meet all other
eligibility requirements. However, the budget limits reimbursement payments to the
amount the applicant received last year.

Read full story Comments { 1 }