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Welcome to the Blue Rock Blog
Tax Planning
1031 Exchange Guide: Rules & Benefits
Aug 15, 2022
From the start, a 1031 exchange can sound like a property investor’s dream. Deferring capital gains when you sell an investment property is enticing. However, it’s important to understand all the components of a 1031 exchange to help determine if it’s the best option for you. What is a 1031 exchange? A 1031 exchange is a method of exchanging like-kind...
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Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
Apr 4, 2022
We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health Care, but in many respects, our system is geared toward those who are sick, therefore providing Sick Care. While this piece is more geared to wealth than health, the same principles apply. Proactive Wealth Management and Planning offer the same benefits as true Health Care....
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Why Donor Advised Funds May Be The Best Way To Give
Dec 15, 2021
Donor-Advised Funds are an excellent way to carry out your charitable giving goals. Why are they so beneficial? It’s primarily because of the unique advantages like immediate tax benefits and flexibility concerning cash and non-cash assets. Let’s explore donor-advised funds a little more in-depth to see how they may be a valuable tool for you. The Basics of Donor Advised...
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Financial Planning
Tax Planning
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Nov 16, 2021
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...
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401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Wills 101: What You Need to Know About Drafting a Will
Nov 4, 2021
How do you want your possessions to be transferred when you’re no longer here to make decisions? Many times, we focus solely on accumulation. Growing within our role, achieving our goals, and completing what seems like a never-ending to-do list. Rarely, do we take the time to plan for our death. What happens then? All that you’ve collected will be...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
5 Sophisticated Tips to Take Your 401(k) to The Next Level
Sep 15, 2021
Your 401(k) is an excellent tool that provides you with an enormous opportunity to save for retirement. But like any tool, you only get the maximum benefit if you use it to its full potential. Are you making the most of yours? Here are five powerful strategies to help bolster your 401k. 1. Max Your Company Match Let’s start simple—if...
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401(k) plan
Financial Planning
Investments
Risk Management
Tax Planning
Business Owners, How To Save For Your Kid’s College Smarter
Aug 15, 2021
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? ...
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Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Building Blocks Your Business Needs For A Strong Succession Plan
Jun 15, 2021
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?...
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Business Planning
Financial Planning
Retirement Planning
Tax Planning
How To Improve The Tax-Efficiency of Your Estate Plan
Jun 9, 2021
Estate planning is a critical component to your entire financial plan. It’s a testament to your life’s work and legacy. To safeguard your estate for years to come, it must also be tax efficient. Let’s look at key ways you can make your estate plan more tax-friendly. ...
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Financial Planning
Retirement Planning
Tax Planning
Restaurant Revitalization Fund: Grant for the Hospitality Industry
Apr 30, 2021
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...
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Business Planning
Tax Planning
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