Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
TALK TO AN ADVISOR
Search
Call Us
Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
Business Planning
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing....
Read More
Business Planning
Financial Planning
Investments
Risk Management
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Proactive tax planning is a year-round endeavor, but the year’s end presents business owners with opportunities to maximize their tax savings. Here are a few key strategies to consider before ringing in 2022. Fill Up Your Retirement Funds It’s essential to save as much as you can for retirement in tax-advantaged accounts like 401(k)s or IRAs. Apart from setting...
Read More
401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Retirement Savings Plans: What’s The Right Move For Your Small Business?
Small business owners have various options for retirement savings. Those options can sometimes be challenging to navigate or leave you with unanswered questions. When is the right time to start a 401(k) plan? Should you stick to SEP IRAs? Is your business ready for a more structured and sophisticated retirement plan? Here is how to tell which option is right...
Read More
401(k) plan
Business Planning
Retirement Planning
Business Owners, How To Save For Your Kid’s College Smarter
On top of saving for your retirement and other goals, business owners also have to take the lead in saving for their kid’s education. How can business owners save for college smarter? ...
Read More
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Building Blocks Your Business Needs For A Strong Succession Plan
All businesses undergo transition, and being more prepared to handle that transition will only pave the way for future success. How can you build a succession plan that will benefit you and your business?...
Read More
Business Planning
Financial Planning
Retirement Planning
Tax Planning
Restaurant Revitalization Fund: Grant for the Hospitality Industry
Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the country — shuttering thousands of venues, putting millions out of work, the U.S. government will finally start disbursing targeted aid...
Read More
Business Planning
Tax Planning
Business Owners: Are You Leaving PPP Money on the Table?
Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees from February 24th to March 9th 2021 (while open to all other eligible entities beginning March 10th through May 31st (Recent Update – was March 31st)). While...
Read More
Business Planning
Financial Planning
Tax Planning
4 Key Ways S-Corps Can Save on Taxes
Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?...
Read More
Business Planning
Financial Planning
Tax Planning
Biden Tax Plans For The 2020 Election: What You Need To Know
What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately...
Read More
401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Presidential Election Tax Analysis
This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic was geared towards next month’s presidential election as Todd, joined by Whisman Giordano & Associates President, and Managing Partner, Joseph Giordano, CPA, CGMA, and Director/Tax Department Chair, Lisa DeRose, CPA, CGMA, came together to discuss some of the potential tax implications in the year 2021...
Read More
401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
1
2
Next
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
Financial Planning “Todd Talk” – Real Estate at the Delaware Beaches in 2022
Celebrating 10 Years and Beyond
Why F.I.R.E May Be The Spark You Need
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
Pension Versus Lump Sum
Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Services
Business
Corporate Retirement Plans
Exit Strategy
401K Login
Individual
Asset Management
Wealth Management
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login Resources
Client Login
Go Paperless
401K Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog