Supreme Court Ruling: What You Need to Know (Affordable Care Act)

Starting in 2014, the Affordable Care Act (ACA) requires health plans to cover everyone, including those with pre-existing conditions, and does not allow premiums to vary based on a person’s health status. Without requiring everyone to purchase and maintain coverage, there is a powerful incentive for people to wait and purchase insurance only after they…

Using Retirement Assets To Finance A New Business: Compliance Is The Key

Dear Client, While rollover financings can help aspiring entrepreneurs in the economic downturn, they must be carefully structured and comply with IRS filing and other legal requirements to avoid IRS challenge. Following the economic downturn, small businesses and aspiring entrepreneurs found it increasingly difficult to obtain conventional financing. Thus, it is not surprising that, in…