Cannon Financial Institute
 
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
Right Place

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
Raises Concerns

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
Feral Cats

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-