Barbara Weltman

Retirement plans you can still create before year-end

Barbara Weltman joins Jim Blasingame to reveal the many examples of tax-deferred retirement programs available for small businesses that you can still create for this year, including some you won’t have to fund until next year.

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Barbara Weltman joins Jim Blasingame to discuss some of the proposals from the government to provide pandemic relief for small businesses, and whether it’s even necessary.
Barbara Weltman joins Jim Blasingame to discuss the possibilities of the Federal government altering tax filing and paying due dates because of the current coronavirus pandemic disruption.
Barbara Weltman joins Jim Blasingame to remind owners of pass-through business entities, like Sub S, LLC and partnerships that their tax filing date is March 16 this year, and also to discuss filing an extension.
Barbara Weltman joins Jim Blasingame to report on a number of ways to impact your tax bill by combining your retirement distributions with your charitable giving plans.
Barbara Weltman joins Jim Blasingame to report on some of the changes in retirement contributions and distributions that were created by the passing of the SECURE Act that will impact older Baby Boomers.