Posts Categorized: Financial Services

Understanding Everything you need to Know about a SEP IRA

If you’re self-employed, a freelancer, or a small business owner, you might be familiar with the term “SEP IRA.” SEP IRA stands for Simplified Employee Pension Individual Retirement Account and is a type of retirement plan that allows you to save for your retirement while enjoying tax benefits. In this article, we’ll cover everything you… Read more »

Benefits of Getting HELOC Training

As a homeowner, you may have heard the term “home equity” but may not be fully aware of what it means or how it can benefit you. Home equity is the difference between the current value of your home and the amount you owe on your mortgage. There are ways you can get HELOC training… Read more »

Choose an Experienced UT Company To Handle Your Cap Table Tracking Needs

Focusing on your company’s operations is essential in maintaining and increasing productivity. However, it’s also important to track all the elements related to your shareholders and ensure they are being looked after appropriately. One critical factor that must be watched diligently includes cap table tracking, which helps safeguard against inaccuracies in your data. Knowing you… Read more »

Understanding R & D Tax Credits

The R & D tax credits are available for companies that are developing new or improved business components. This may include formulas, products, computer software, processes, inventions, or techniques that lead to improved or new quality, performance, reliability, or functionality. R & D tax credits can offset tax liability on a state and federal level…. Read more »