by Bruce E. Bell | Feb 15, 2024 | Sales Rep Articles
Many individuals continue to work into their retirement years, whether due to financial need, personal desire or some other motivation. A meaningful portion of these workers are high-wage earners who pay tax at the maximum or near maximum income tax rates and do not...
by Bruce E. Bell | Oct 23, 2023 | Sales Rep Articles
The 2017 Tax Act introduced a new deduction for pass-through entities. Owners of S corporations, sole proprietorships, partnerships and limited liability companies treated as sole proprietorships are entitled to an income tax deduction of up to 20 percent of their...
by Bruce E. Bell | Jul 27, 2023 | Sales Rep Articles
Suppose you were asked to design the most taxpayer-friendly retirement plan possible. If given a choice, you would want a plan that allows for generous annual contributions. The contributions would be tax-deductible, regardless of whether or not you itemize deductions...
by Bruce E. Bell | Feb 22, 2023 | Sales Rep Articles
The ownership of life insurance is a much-needed component of business succession and personal financial plans. Life insurance needs vary from funding needed to purchase the ownership interest of a business partner upon death, creating liquidity for the family of a...
by Bruce E. Bell | Aug 3, 2022 | Sales Rep Articles
The determination is significant because different tax treatment results from the classification of the representatives. When manufacturers engage representatives to sell their products, a question arises as to whether the representatives are employees or independent...
