Vol. 4 Iss. 4 - April 2012 - www.cannonfinancial.com
Planning Ideas - Section 83(b) Election
Incentive Stock Options and Non-Qualified Stock Options continue to be valuable elements of executive compensation packages.
Practice Management - Looking in the
Do you remember the story of the stranger walking down a street at night who sees a man looking for his keys under a streetlight?
Regulation and Compliance - JOBS Act
A bill working its way through Congress is drawing a rare combination of bi-partisan Congressional and Presidential support.
Planning Ideas - Caring for Pets
from beyond the Grave
According to recent studies, 27 percent of American pet owners who have wills include their pets in their wills. A 2009 survey revealed that one-third of pet owners-
Taxes - Charitable Deduction for Care of
Many affluent and high-net worth clients are animal lovers. Assuring animal-loving clients of the best tax consequences for them can be challenging.
Planning Ideas - Managing Retirement Income for the Middle Income Americans: Part 2
(via InFRE) Here are eight options middle-income clients will need to seriously consider to fill essential and discretionary gaps and extend the number-