Tax Planning
Qualified Charitable Distributions
Posted ByDecember 22, 2024
Tax Planning
Year-End Tax Planning Strategies for 2024
The wealth management team at Schultz Financial Group (SFG) conducts annual year-end tax planning throughout the fourth quarter. This year has been a year of uncertainty in the markets, and yet we have experienced a market rally. While some uncertainty remains around what the future holds once the Tax Cuts and Jobs Act of 2017
Posted ByNovember 13, 2024
Tax Planning
Maximizing Your Wealth: The Importance of Year-End Tax Planning
As the year draws to a close, individuals and businesses alike are gearing up for the holiday season and reflecting on the year gone by. Amidst the festivities, it is crucial not to overlook the significance of year-end tax planning. Strategic tax planning can have a meaningful impact on financial well-being, and taking proactive steps
Posted ByNovember 12, 2024
Retirement Planning
Benefits of Employee Stock Ownership Plans (ESOP)
An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that allows employees to own shares in the company they work for. This article provides an overview of what an ESOP is, its benefits for both employers and employees, and its treatment upon an employee’s retirement. What is an ESOP? An ESOP is a
Posted ByOctober 2, 2024
Financial Matters
Business Succession Planning
Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Jennifer Specter, Shareholder/Chief Operations and Compliance Officer, and Alyssa Dalbey, CPWA®, CFP® and Shareholder/Wealth Manager at Schultz Financial Group (SFG) to understand how and why SFG offers succession planning as a standard offering to their business clients. Hortz: Why do you feel your firm
Posted ByJune 19, 2024
Financial Matters
Concentrated Stock Positions: Considerations for Corporate Executives
Building wealth through investments is a fundamental goal for many individuals, and the stock market offers an avenue to achieve that objective. Corporate executives can receive a significant portion of their compensation in the form of equity, such as stock options, restricted stock units (RSUs), or company shares. While equity compensation can be a valuable
Posted ByApril 25, 2024
Featured on NASDAQ
NASDAQ publishes industry news and insights on its website. Schultz Financial Group ("SFG") is a contributor and submits articles and blog posts for publication. NASDAQ and SFG are not affiliated, and SFG did not provide any compensation to NASDAQ to be published on their website. Publication should not be presumed to imply and endorsement by NASDAQ or that SFG has attained a certain level of skill, training, or ability.Facebook Feed
The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or your company’s proprietary data.
The Five Things You Shouldn’t Tell ChatGPT
advisorstream.com
The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or y...
Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.
How to Avoid the Copycat Hotel Websites That Are Ripping You Off
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Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.
Here are three river trips to consider where the crowds are minimal and the scenery is spectacular.
The Joys of Floating Down a Wild River
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Here are three trips to consider where the crowds are minimal and the scenery is spectacular.
The United Kingdom says U.S. citizens need to get electronic travel authorizations ahead of their flights. The European Union will eventually require Americans to do the same, but the deadline has been pushed back. Here is what U.S. citizens need to know ahead of travel across the Atlantic.
Planning a European Getaway? Here’s the Latest on Travel Rules
advisorstream.com
The requirements for travel vary based on the destination. The United Kingdom says U.S. citizens need to get electronic travel authorizations ahead of their flights. The European Union will eventually...
Scam artists are filing false tax returns to claim refunds under other people’s names. If it happens to you, it could take two years for the IRS to sort it out.
Protect Yourself From Tax Identity Theft. Here’s How I Did.
advisorstream.com
Scam artists are filing false tax returns to claim refunds under other people’s names. If it happens to you, it could take two years for the IRS to sort it out.