Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

Benefits of a Roth Conversion

With Americans living, on average, longer than before and the strength of Social Security and… Read More

Has Your Company Taken Advantage of the R&D Tax Credit Program?

/// By Skyler Kressin and Evan Macedo Amid the scramble of PPP loans and tax… Read More

Disability – Why is Income Protection Important?

/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More

Financial Matters for Women in Divorce

/// By Aviva Sapers and Lisa M. Cukier Regardless of the circumstances, divorce is always… Read More

Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

In 2007, I worked at a large multi-national asset management firm and was asked to… Read More

Employee Retention Credit – There Is Still Time To File

Amid the turmoil caused by the ongoing pandemic, it has been difficult for business owners… Read More

Getting Your Financial House in Order – Part 2 (Middle Age)

In June of 2020, my colleague, Evan Macedo, wrote about taking a practical and proactive… Read More

Long Term Care Coverage as an Executive Benefit

We are living and working longer than the generations that came before, but the strength… Read More

Cybersecurity: Is It Worth It?

Over a year ago, near the start of the pandemic, I wrote a blog about… Read More