Rigby Financial Group Whitepapers

How Tax Increases May Impact Your Succession Plan: Things You Should Know

If you come from a long line of generational wealth, new laws may change your succession plan. In the past, the rules for succession planning for families have stayed relatively the same. Previously, when the original owner of a property or asset died, the asset would be passed down to an heir and they would …
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What Are Some Things You Can Do in 2021 To Position Yourself and Your Business for a Potential Tax Increase?

With a potential tax increase coming for higher earners, it’s essential to know what you can do to make sure that you and your business are in the best position to navigate it successfully. There are a number of different components involved in a potential tax increase, but whether it affects you positively or negatively …
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Is Your Business Doing Enough – Or Any – Succession Planning?

When you invest a significant amount of time, energy, and money into your business, you want to make sure that the values you created will be upheld when you’re gone. Many people don’t want to think about succession planning, but this is not the route you should take. By doing succession planning for your business, …
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Are You Doing Enough — Or Any — Succession Planning?

For most people, succession planning can represent a significant obstacle. You might be organized in your professional life, but when it comes to financial and succession planning, you may find yourself wondering, “Am I doing enough?”  According to our CEO, Eric Rigby, the most challenging part of succession planning is getting started, and as Benjamin …
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SBA to Administer New Grant Program for Shuttered Venue Operators

SBA to Administer New Grant Program for Shuttered Venue Operators

Many businesses suffered significant losses due to the COVID-19 pandemic; some have been unable to generate revenue at all. As of December 27, 2020, the U.S. Small Business Administration (SBA) established a grant program designed to help small businesses either stay in business or return to operations. This program has allocated $15 billion in grants …
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