Time is running out! If you have an LLC, partnership, or corporation, here’s what you need to know about the required Beneficial Ownership Report and
Individuals can deduct personal losses that aren’t reimbursed by insurance. Your loss is equal to the smaller of the damaged property’s adjusted tax basis[1] or
National Estate Planning Month is a reminder to review your estate plan or put an estate plan in place if you don’t have one. If
America’s Most Haunted If you are a fan of Halloween, you are almost certainly familiar with Salem, Massachusetts. Known as one of the most haunted
When it comes to investing, emotions can be one of your biggest obstacles. In times of market turbulence, many investors feel an overwhelming urge to
As a financial advisor by day and a DJ by night, I understand the hustle of being a self-employed creator. Whether you’re filming viral TikToks,
Looking to keep your employees happy and save on taxes? Thanks to recent legislation, setting up a 401(k) plan for your small business has never
As a longstanding member of the Bucks County community, Marshall Financial is thrilled to be a sponsor for several exciting events this season. Our commitment
If you’re reading this blog, you’re likely dreaming of an early retirement or perhaps facing a situation where you need quick access to your retirement
Employee Stock Ownership Plans, commonly known as ESOPs, can be a great option for providing a succession plan for closely held companies. This type of
