Mr. Baby Boomer worked hard his entire life and faithfully maxed out annual contributions to his individual retirement account (IRA). When he passed away, his daughter was devastated by the loss of her father, but thankful to inherit his IRA. Although her father didn’t know, she and her husband were going through major financial stress …
I recently attended a forum for the Family Business Alliance and heard a startling fact about family businesses that is also apparently true in our area. 80% of local family businesses want to transition to the next generation. But, only 20% have a succession plan. This is problematic and in particular when family businesses make …
Employers that sponsor health insurance plans for its employees, even those plans largely managed through an insurance company, are required to provide detailed information regarding the plan and rights under the law to employees. The Department of Labor, the agency responsible for enforcing ERISA, can impose large fines for failing to provide updated employee benefit …
Beginning April 2, 2015, Cunningham Dalman, P.C. will “Light It Up Blue” in celebration of World Autism Awareness Day! We will be joining iconic landmarks, hotels, sporting venues, concert halls, museums, schools, universities, bridges, retail stores, and thousands of homes around the world in this important celebration. In case you are unaware, here are some …
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
