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Thinking about participating in your employer’s 401(k) plan? Here’s how it works

October 26, 2021 by Apel Associates

Thinking about participating in your employer’s 401(k) plan? Here’s how it works

Employers offer 401(k) plans for many reasons, including to attract and retain talent. These plans help an employee accumulate a retirement nest egg on a tax-advantaged basis. If you’re thinking about participating in a plan at work, here are some of the features. Under a 401(k) plan, you have the option of setting aside a […]

Filed Under: Blog Tagged With: 401(k), employers 401(k)

Estate planning for the young and affluent can be tricky

October 21, 2021 by Apel Associates

Estate planning for the young and affluent can be tricky

Events of the last decade have taught us that tax law is anything but certain. So how can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now — or even a few months from now? The answer is by taking a flexible approach […]

Filed Under: Blog Tagged With: estate planning, estate planning for the affluent, Estate planning for the young

You may owe “nanny tax” even if you don’t have a nanny

October 19, 2021 by Apel Associates

You may owe “nanny tax” even if you don’t have a nanny

Have you heard of the “nanny tax?” Even if you don’t employ a nanny, it may apply to you. Hiring a house cleaner, gardener or other household employee (who isn’t an independent contractor) may make you liable for federal income and other taxes. You may also have state tax obligations. If you employ a household […]

Filed Under: Blog Tagged With: Household employee, household worker, Nanny Tax

Get your piece of the depreciation pie now with a cost segregation study

October 18, 2021 by Apel Associates

Get your piece of the depreciation pie now with a cost segregation study

If your business is depreciating over a 30-year period the entire cost of constructing the building that houses your operation, you should consider a cost segregation study. It might allow you to accelerate depreciation deductions on certain items, thereby reducing taxes and boosting cash flow. And under current law, the potential benefits of a cost […]

Filed Under: Blog Tagged With: cost segregation study, depreciation

Don’t choose your executor too hastily

October 14, 2021 by Apel Associates

Don’t choose your executor too hastily

Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you don’t take enough time to choose the best executor for your estate, this “wrong call” can cost your family. Many responsibilities You may think that there’s not much to the job, but […]

Filed Under: Blog Tagged With: choosing an executor, estate planning

4 ways to refine your cash flow forecasting

October 13, 2021 by Apel Associates

4 ways to refine your cash flow forecasting

Run a business for any length of time and the importance of cash flow becomes abundantly clear. When payroll is due, bills are piling up and funds aren’t available, blood pressure tends to rise. For this reason, being able to accurately forecast cash flow is critical. Here are four ways to refine your approach: Know […]

Filed Under: Blog Tagged With: cash flow, cash flow forecasting

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