Wealth Management Resources
Reading Time: 4 minutes Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.
Reading Time: 2 minutes On December 20, 2019 the president signed the SECURE Act. This act primarily relates to retirement plans and other employee benefit plans.
Reading Time: 3 minutes As the end of the year approaches, we want to remind you of various payroll and Form 1099 related changes, as well as other items to consider when processing your year-end forms.
Reading Time: < 1 minute Smith Schafer Valuation Expert, John Edson, presented at our free educational seminar at Rochester Golf & Country Club April 25, 2018.