Estate & Retirement Planning

Retirement & Estate Planning Guide for Transportation Business Owners

As a business owner, you have a lot of responsibilities – budgeting, marketing, selling, and countless other tasks.

2019 Tax Planning & Retirement Strategies for Businesses Presentation & FREE download

Smith Schafer Manager, Kyle Spicer and HK Financial held a tax planning and retirement strategies for businesses event at the Golden Valley Country Club. Topics included: Overview of updates after the Tax Cuts and Jobs ActMinnesota’s adoption of Federal Tax...

Things to Consider before Starting a 401(k) Plan in the Hospitality Industry

Unemployment is at or near a record low. Hospitality business owners are looking for new tools to attract and retain a robust workforce.

Qualified Charitable Distribution – What You Need to Know

If you are age 70 ½ or older, IRS rules require you to take a required minimum distribution each year from your tax-deferred retirement accounts.

401(k) Plan Tips from a CPA Firm

A 401(k) plan is one of the best options available to help employees save for retirement. However, these plans will only be successful if managed properly. Here are tips for effective and efficient management of your company’s 401(k) plan.