Sep 9, 2025 | SML Planning Minute Podcast, Company News
Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults.
Sep 2, 2025 | SML Planning Minute Podcast, Company News
Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status?
Aug 26, 2025 | SML Planning Minute Podcast, Company News
Episode 346 – Does it ever make sense to reject an inheritance? On some occasions, a “qualified disclaimer” can give you a chance to do the right thing, or to avoid a major headache.
Aug 19, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.
Aug 12, 2025 | SML Planning Minute Podcast, Company News
Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.ration or LLC? What type is best for you?