Estate planning is a vital part of a financial advisor's livelihood. While wealth accumulation is very important, wealth transference is a complicated
Beyond 401(k)s for Small Business Owners : A Practical Guide to Incentive, Deferred Compensation, and Retirement Plans
A key challenge for successful business owners is compensating employees effec-tively to achieve company goals. To attract and retain
ESOP Workbook: The Ultimate Instrument in Succession Planning
An Employee Stock Ownership Plan (ESOP) is a defined-contribution plan that is a stock bonus plan or a combination of a stock bonus plan and