Bounty of Wealth: Open Enrollment Tips & LLC Compliance Guide for P&G
Welcome to this quarter's edition of Bounty of Wealth: Absorbing Financial Insights for P&G!
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As we approach the end of the year, we’ve been busy assisting clients with their annual open enrollment decisions. This time of year brings several important considerations, and we’re here to help make those choices easier. Some of the common topics we provide guidance on include:
ARAG Legal Plan: Deciding whether to take advantage of the legal benefits offered and understanding how it fits your needs.
Charitable Gifting: Navigating donations to organizations like United Way and ArtsWave—considering the pros and cons of gifting stock vs. donating through payroll.
Health Plan Choices: Offering advice on choosing between the High-Deductible Health Plan (HDHP) and the Traditional Plan, depending on your healthcare needs and financial situation.
Additionally, we’ve included a Step-by-Step Guide to LLC BOI Reporting to help business owners stay compliant with new federal regulations. This guide is critical, as failing to meet Beneficial Ownership Information (BOI) reporting requirements could result in hefty fines—up to $591 per day! Don’t let compliance issues catch you off guard.
With the upcoming election just around the corner, we’re also keeping a close eye on potential policy changes that could impact your financial planning and retirement strategies. While we can’t predict outcomes, staying informed and prepared is essential. We’ll continue to monitor and provide guidance on any relevant developments.
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‍
Meet
Brad Morgan
Hi there! 👋🏼 I'm Brad, a former Procter & Gamble employee turned financial advisor. With a focus on tax planning, I've been a trusted advisor for the P&G community for over ten years.
Bounty of Wealth: Open Enrollment Tips & LLC Compliance Guide for P&G
Welcome to this quarter's edition of Bounty of Wealth: Absorbing Financial Insights for P&G!
‍
As we approach the end of the year, we’ve been busy assisting clients with their annual open enrollment decisions. This time of year brings several important considerations, and we’re here to help make those choices easier. Some of the common topics we provide guidance on include:
ARAG Legal Plan: Deciding whether to take advantage of the legal benefits offered and understanding how it fits your needs.
Charitable Gifting: Navigating donations to organizations like United Way and ArtsWave—considering the pros and cons of gifting stock vs. donating through payroll.
Health Plan Choices: Offering advice on choosing between the High-Deductible Health Plan (HDHP) and the Traditional Plan, depending on your healthcare needs and financial situation.
Additionally, we’ve included a Step-by-Step Guide to LLC BOI Reporting to help business owners stay compliant with new federal regulations. This guide is critical, as failing to meet Beneficial Ownership Information (BOI) reporting requirements could result in hefty fines—up to $591 per day! Don’t let compliance issues catch you off guard.
With the upcoming election just around the corner, we’re also keeping a close eye on potential policy changes that could impact your financial planning and retirement strategies. While we can’t predict outcomes, staying informed and prepared is essential. We’ll continue to monitor and provide guidance on any relevant developments.
‍
‍
‍
Meet
Brad Morgan
Hi there! 👋🏼 I'm Brad, a former Procter & Gamble employee turned financial advisor. With a focus on tax planning, I've been a trusted advisor for the P&G community for over ten years.
