Issuer requirements for equity crowdfunding

Posted 1 CommentPosted in Financial Planning

Companies planning an equity crowdfunding offer must make a filing with the SEC and provide to potential and existing investors and the intermediary: the name, legal status, physical address, and website address of the issuer; the names of the directors and officers and any persons occupying a similar status or performing a similar function, and each […]

New tax law limiting out-of-pocket medical expense deduction makes new planning strategies necessary

Posted Leave a commentPosted in Employee Benefits, Financial Planning

Beginning next year, tax deductions for out-of-pocket medical expenses will become more difficult than ever before for individuals. The current limit allows a deduction for expenses exceeding 7.5% of income. The new threshold for 2013 is 10% of income. Fewer individuals will qualify and those that do will find more of their expenses will be not […]