HELPING YOU GET THERE

When planning their exit strategy, business owners must weigh numerous worthwhile alternatives. One option worth exploring is an employee stock ownership plan (ESOP). An ESOP is a qualified retirement plan that allows employees to own shares of the company they work for. ESOPs offer a number of advantages for the owner and employees alike, such …

A high-net-worth borrower looking for a mortgage faces unique financial challenges and opportunities. A conventional limit may not cover the loan amount you need, which could lead to a higher interest rate and more fees. You may also have more options in the type and term of your mortgage, which can affect your monthly payments …

If you are married and have a sizable estate, there is a tax-saving strategy to take advantage of that could benefit you and your heirs. The strategy is called portability and allows your personal representative to transfer your unused estate tax exemption to your surviving spouse. While this strategy could significantly reduce or eliminate the …

In our increasingly digital world, organizations face new and persistent threats to cybersecurity. Endpoint Detection and Response (EDR) systems can act as a critical line of defense, providing real-time monitoring, threat detection, and response capabilities at the endpoint level. In this security spotlight, Boulay’s Risk Advisory Team explores the importance of utilizing an EDR system …