by Borland Benefield Staff | Mar 21, 2023 | 401(k), Articles for March 2023, Birmingham Accountants, Borland Benefield Staff, Financial Planning, Tax Related, Wealth Management
If you own a successful small business with no employees, you might be ready to set up a retirement plan. Or you might want to upgrade from a more-basic SIMPLE IRA or Simplified Employee Pension (SEP) plan. Here are two options — solo 401(k)s and defined benefit...
by Borland Benefield Staff | Feb 23, 2023 | Articles for February 2023, Birmingham Accountants, Borland Benefield Staff, Municipal Audits, Thought Leadership
Hard work creates good outcomes, whether that’s in someone’s personal or professional life. Borland Benefield associates are no strangers to hard work. That includes Charlie Polmatier, Borland Benefield shareholder and head of the Municipal Audits...
by Borland Benefield Staff | Jul 15, 2022 | 100 Year Anniversary, Articles for July 2022, Birmingham Accountants, Borland Benefield Staff
The year 1922 was notable for a number of events in the world, including the formation of the USSR, the first successful insulin treatment, and the first Wimbledon Championship. At the time, Warren G. Harding occupied the Oval Office as the 29th president, the Lincoln...
by Borland Benefield Staff | Jun 20, 2022 | Articles for June 2022, Articles for November 2017, Borland Benefield Staff, Marathon
Goals are achieved by addressing flaws and committing to overcoming them. Lloyd Shelton, CPA, and shareholder at Borland Benefield, has followed this guiding principle throughout his life. From his younger years to his time as a young CPA to his life-changing push...
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