Tag Archives: Planning
Recent Employment Figures Display the Importance of Education
President Obama will address the nation Thursday September 8, 2011 to discuss the overall high unemployment rate and initiatives that can hopefully get people back to work. This comes after another terrible jobs number that was reported last week. In … Continue reading
Developing a Family Wealth Mission Statement as a Succession Planning Tool
Did you know that only 30% of businesses successfully transfer to the 2nd Generation, 12% to the 3rd Generation, and 3% to the 4th Generation?* When working with families and business owners during the process of succession, one of the … Continue reading
PSG selected to teach Succession Planning course
Planning Solutions Group is proud to announce that our firm has been selected to teach the Family Succession Planning class at the NADA – ATD Dealer Academy. The National Automobile Dealers Association / American Truck Dealers have a renowned Succession … Continue reading
New Medicare Tax
Beginning in tax year 2013, a new Medicare tax of 3.8% will be applied to all unearned income of high income tax payers. “High Income” is defined as married couples with more than $250,000 of Adjusted Gross Income (AGI) and … Continue reading
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Don Hannahs
Tim Kvech
Jon Giordani
Larry Briskin
Bob Carson
Brandon Butler
Rebecca Hayes
Richard Osikowicz
Bill Bruns, lll
Chris Dionot
Gregory P. Armstrong
