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Home Archives for Ned Conley, CPA, CVA, CEPA

2017 – 12/14 – Last-Minute Holiday Gift Ideas For Grandparents

Posted on December 18, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

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Filed Under: Individual, Tax Tips

Rev up retirement offerings with an NQDC plan

Posted on December 13, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Many business owners and executives would like to save more money for retirement than they’re allowed to sock away in their 401(k) plan. For 2017, the annual elective deferral contribution limit for a 401(k) is just $18,000, or $24,000 if you’re 50 … [Read more...]

Filed Under: Business, Business Management, Individual

2017 – 08/31 – 4 reasons not to borrow from your 401(k)

Posted on December 6, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

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Filed Under: Business Management, Individual, Tax Tips

Should you sail your 401(k) into a safe harbor?

Posted on December 4, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Employers tend to feel like they have to offer a 401(k) retirement plan. But many organizations, particularly smaller ones, run into trouble with complex rules for discrimination testing. If all of this sounds familiar, you might consider adding a … [Read more...]

Filed Under: Business, Business Management

2017 – 08/03 – ONE BIG, HAPPY family business

Posted on November 30, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

… [Read more...]

Filed Under: Business Management

Valuation often affects succession plans in hard-to-see ways

Posted on November 13, 2017 Written by Ned Conley, CPA, CVA, CEPA Leave a Comment

Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the valuation process, you’re likely to focus on its end result: a reasonable, defensible value estimate of your … [Read more...]

Filed Under: Business Performance

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