Jan 23, 2023 | Non-Profit
Have you ever wanted to research a nonprofit organization to “see where the money goes?” Have you ever questioned whether you can receive a tax deduction for a contribution to a nonprofit organization or the tax exempt status of a nonprofit organization? The following...
Jan 23, 2023 | Investing, Retirement
Why have the number of Cash Balance Pension Plans tripled in the past decade? For many successful professional practices and business owners, Cash Balance Pension Plans can significantly reduce tax liabilities and can accelerate the growth of owner’s retirement assets...
Jan 23, 2023 | Uncategorized
Some people take a vacation with their friends to celebrate their 40th birthday. Bill McMahon, Jr., and his wife, Sandy, purchased their own insurance agency for his 40th celebration. In 1981, Bill purchased Chattin-Halliday Insurance Agency in Ocean City and went to...
