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Monday, June 15, 2020

Dallas, TX – June 15, 2020 – Level Four Advisory Services, LLC (Level Four), a portfolio company of Carr, Riggs & Ingram, LCC (CRI) has been named in the 2020 Wealth Magnets Ranking of the Leading CPA firms in Financial...

 

Wednesday, April 8, 2020

On March 27, 2020, Congress passed the CARES Act, the largest economic stimulus bill in the history of the United States, in response to the coronavirus pandemic.1 Included in the legislation are new rules for student loan relief that...

 

Tuesday, April 7, 2020

Chicago, IL – April 7, 2020 – Level Four Advisory Services (Level Four), an SEC-registered investment adviser, welcomes the newest members to their network, Opus Wealth Management Group. Their group of professional Wealth...

 

Wednesday, April 1, 2020

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus...

 

Tuesday, March 31, 2020

On March 27, 2020 the Coronavirus Aid, Relief and Economic Security Act (CARES) “the Act” was signed into law. This is a wide sweeping piece of legislation with complex economic stimulus and tax provisions. The following...

 

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Friday, March 27, 2020

Highlights of Key Provisions On March 27, 2020, the United States Senate passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”). The Cares Act was signed into law by the president after being passed by...

 

Thursday, March 26, 2020

Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. No interest, penalties, or additions...

 

Thursday, March 26, 2020

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1 Here are answers tosome questions about the new rules. For more information and to...

 

Tuesday, March 24, 2020

Clients and Friends, To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. The safety and health of our partners, staff, clients, families, and the communities...

 

Wednesday, January 22, 2020

What You Need to Know About the SECURE Act The SECURE Act became law on December 20, 2019 and includes several areas of change within its thirty provisions that impact retirement accounts, such as Individual Retirement Accounts (IRAs)...

 

Friday, June 28, 2019

LEVEL FOUR® ADVISORY SERVICES NAMED TO 2019FINANCIAL TIMES 300 TOP REGISTERED INVESTMENT ADVISERS PLANO, TX – June 27, 2019 – Level Four® Advisory Services is pleased to announce it has been named to the 2019...

 

Thursday, January 24, 2019

What do all these numbers mean for me as the plan sponsor? 3(16), 3(21), and 3(38) refer to sections of the Employee Retirement Income Security Act (ERISA). ERISA is the law that describes the rules and regulations that come with the...

 

Thursday, January 24, 2019

What do I as a sponsor need to consider with regards to retirement readiness? How can I improve my employee’s readiness and is it important? How does this help the company? We believe more employers are viewing “retirement...

 

Thursday, January 24, 2019

Are there strategies that could improve participation and savings numbers? What are the trends with regards to plan design? A trend that has been gaining momentum in plan design is using auto features, such as auto-enrollment and...

 

Thursday, January 24, 2019

How are they helpful, what are employers asking for, how to implement, helpful for participants/sponsors? HSA’s or Health Savings Accounts are a tool that allows employees to save money on a pre-tax basis for health care expenses...

 

Friday, October 26, 2018

The questions we receive most often relate to concerns about retirement readiness and whether our clients investments are performing in line with their goals and if they’re protected from volatility. Over the years, the stock and...

 

Thursday, October 4, 2018

Cash balance plans have been growing in popularity in recent years – especially among small employers. But for 2018 we are seeing an even higher number of requests for cash balance plans. This due, in large part, to the Section...

 

Tuesday, September 4, 2018

HOUSTON, TX – [9/4/2018] – Hill, Long & Company, P.C. (Hill & Long) has merged with Level Four® Advisory Services parent company, top 20 CPA and advisory firm Carr, Riggs & Ingram, LLC. In addition, Level Four has...

 

Wednesday, April 4, 2018

How much is your business worth today? Do you know your “multiple”? Country clubs, barbershops, and coffee shops are full of conversations from owners who have scaled back and what they received for their business. Many...

 

Wednesday, April 4, 2018

Typically, most business owners’ wealth is in their business. Because of this, it is important to consider the value of a business when planning for maintaining the owner’s lifestyle and funding their life after business....

 

Wednesday, April 4, 2018

All business owners have at least two things in common: they start businesses and they exit businesses. While most owners know this and, at least mentally, intend to scale back or exit their business within 10 years, the majority have...

 

Wednesday, April 4, 2018

Join us for an exclusive event discussing Cyber Security and how it impacts your business. Register Here

 

Wednesday, April 4, 2018

Most employers would say that the most important part of their business is their employees. Recruiting the right people continues to be a challenge but, increasingly, engagement and retention have moved to the top of the list of...

 

Tuesday, November 29, 2016

Most understand that waiting to claim Social Security benefits can result in higher monthly payments.

 

Tuesday, November 29, 2016

Who among us wants to pay the IRS more taxes than we have to?