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We are nearing the end of a challenging year for families and individuals across the United States and globe. Together we have experienced a widespread pandemic, civil unrest, a challenging economic environment, a divisive political arena, but despite all these perceivably negative aspects of the year, we see the hope 2021 brings.
2020 Year-End Tax and Wealth Planning Read More »
Benchmark co-sponsored the Johnny Bench Golf Classic with a fellow-Cincinnati firm, Whitmer and Company CPAs. The event was held at the PGA National Champions Course, home of the Honda Classic, located in Palm Beach Gardens Florida.
Benchmark Participates In 2020 Johnny Bench Golf Classic – Palm Beach Gardens, FL Read More »
A well thought out estate plan can take some of the uncertainty out of what the future will hold
No Matter Who Becomes President, Start to Plan Now Read More »
Unlocking two myths about divorce that might help reduce stress
Divorce Rates Spike During COVID Pandemic Read More »
Three of the 30 companies are changing, including its oldest member.
The DJIA Gets a Major Shakeup on August 31st Read More »
Remember back in late May when the Commerce Department reported that our U.S. economy shrank at an even faster pace than previously estimated in the first quarter of 2020 and consensus expectations suggested that the second quarter of 2020 would be far worse? Well, it happened.
Putting the Worst GDP Drop Ever in Perspective Read More »
In this unprecedented time, we recommend a few ideas to take care of ourselves mentally and physically.
Improving our Emotional and Financial Health During COVID-19 Read More »
Generational Wealth Following A Business Sale Preservation, Protection, Legacy. Overview When a family experiences a liquidity event that will impact the lives of generations to come, it is crucial to have a capable advisory team in place. A few key objectives may include income tax mitigation, estate tax mitigation, asset protection, estate liquidity, cash flow
Multiple Generational Wealth Following A Business Sale Read More »
Corporate Executive Developing a Plan For a Complex Compensation Package Overview Our client has spent her career laser-focused on driving results and organizational excellence in her C-suite position. Lauren’s success over the years has garnered significant reward through company stock options, executive benefits, and direct compensation. Between balancing her work schedule and spending time with
Developing a Plan For a Complex Compensation Package Read More »
Prioritizing Succession While Growing a Business Growth, Legacy, and Family. Overview For over 25 years we have manufactured and distributed high end, custom chairs across the globe. We had also invested heavily in real estate and other local business to help build infrastructure and employment possibilities in an otherwise declining small Ohio town. My children
Prioritizing Succession While Growing a Business Read More »
We offer a personalized approach to wealth management.