Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a plan altogether. The purpose of …
Glass Jacobson Renews CEFEX Certification
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory firms that meet verified standards …
Should You Get a Business Valuation or a Calculation of Value?
As a business owner, you might face a number of situations in which you’ll want to value your business. Depending on the situation and the timing, you’ll want to consider …
Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes
In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program is to improve the economies …
New Tax Laws Are Impacting Homebuyers as They File Their Tax Returns
Are you a recent homebuyer preparing your 2018 taxes? You’ll definitely want to know about some important tax law changes that have come into effect since the last time you …
Glass Jacobson Announces New Hires and a Promotion
Glass Jacobson welcomed retirement planning assistant Garmai Forloma and operations specialist Jake Sand to the team in February 2019. Wealth Advisor Jon Dinkins II has been promoted to Senior Wealth …
