Many companies are having very successful years, and at the same time are struggling to find and retain key employees. Could a well-crafted retirement saving plan provide answers to both issues? Tax planning opportunities in the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) may have been overlooked during the Coronavirus pandemic and the subsequent CARES Act. Tax Beat hosts Brooks and Sarah welcome their colleagues David Flinchum, Tax Partner and Leader of the Firm’s Qualified Plan Services, and Jeff Gump, Financial Advisor with Choreo (formerly Cherry Bekaert Wealth Management LLC), to talk about current trends in retirement savings plans. The discussion highlights hot topics, using multiple plans, and how business owners can still lower their 2020 tax bill.


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Brooks E. Nelson

Tax Services

Partner, Cherry Bekaert Advisory LLC

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

David Flinchum

Tax Services

Partner, Cherry Bekaert Advisory LLC

Past Episodes

Podcast

November 19, 2024

18:36

Speakers: Lynnette Leidwinger, Brendan Halloran

Explore key subcontracting insights, including compliance reviews, teaming arrangements, and hiring tips for government contractors.

Podcast

November 14, 2024

22:36

Speakers: Michael G. Cippel, Irwin Kaplan

Discover year-end planning essentials for government contractors, including contractor waterfall insights, cash forecasting & monthly performance tracking.

Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.