Working with The Keyser Group
We can work extensively with external advisors so that we can provide our clients with the expertise they need. This integrated approach is designed to make our clients feel more confident that every aspect of their financial world is working together.
See our latest insights for executives, business owners, CPAs and attorneys:
Executives
Business owners
- Guide to retirement plans
- Planning for a smooth transition
- Retirement-Related Provisions of the CARES Act – Summary and Frequently Asked Questions
- The benefits of qualified small business stock
- Dilemma for closely held business owners—What happens when it’s over?
- Life after the sale of your business
- The importance of business succession planning
- Wealth strategy for entrepreneurs and business owners
- Succession planning when only some of the children work in the family business
- Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
- Defined Contribution Plan - Fiduciary checklist
CPAs and Attorneys
- Tax planning guide
- Teaching children about money
- Foundational Estate Planning During a Pandemic
- Foundational Estate Planning During a Pandemic
- Asset titling—traps and opportunities
- DAFs and private foundations
- Choosing an appropriate vehicle to drive philanthropy
- Creating flexibility in trust agreements
- Estate planning for unmarried individuals