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Axis Capital Management
Blog
Services
Financial Planning
Cashflow Management
Portfolio Management
Retirement Plans
About
Media
Set A Meeting
Social
LinkedIn
Facebook
Instagram
Guest Posts
get started
Blog
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Investing, Taxes, Financial Planning, Retirement Planning Chris Randall 9/21/24 Investing, Taxes, Financial Planning, Retirement Planning Chris Randall 9/21/24

Cash Balance Plans

Business owners are using Cash Balance Plans to significantly reduce income taxes and supercharge retirement savings.

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Investing, Taxes, Financial Planning, Business Financial Planning Chris Randall 8/3/24 Investing, Taxes, Financial Planning, Business Financial Planning Chris Randall 8/3/24

California Business Tax Climate In 2024

California’s corporate tax system ranks 48th according to the Tax Foundation. The Tax Index has 5 different components, and CA ranks poorly in most of them.

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Investing, Taxes, Family Finances, Business Financial Planning, Financial Planning, Retirement Planning Chris Randall 6/29/24 Investing, Taxes, Family Finances, Business Financial Planning, Financial Planning, Retirement Planning Chris Randall 6/29/24

Small Business 401k Tax Credits

🙋‍♀️ 🙋‍♂️ Who likes free money?? ✋✋ How 'bout government tax credits for your small business 401k plan? Secure ACT 2.0 did exactly that!

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Axis Capital Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Axis Capital Management, LLC an Investment Advisor in the State of CA. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.