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Employee Retention Credit (ERC)

RSA Employee Retention Credit

Employee Retention Credit (ERC) On December 27, 2020, the Consolidated Appropriations Act of 2021 was signed. This provided updates and extensions to Employee Retention Credits (ERC). Employers that received Paycheck Protection Program (PPP) loans can also qualify for the ERC for wages that are not paid for with forgiven PPP […]

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2021 Life Insurance Planning Opportunities

life insurance planning

2021 Life Insurance Planning Opportunities Are you Prepared? For those individuals and families planning their financial legacy, 2021 may be the year to take advantage of unprecedented transfer and gifting opportunities under the current tax environment.  While taxation should never be the only reason to transfer assets or make major […]

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The Rebrand

Rose Street Advisors rebranding Kalamazoo

Why the rebrand? For decades, Rose Street Advisors has been known across Southwest Michigan and Kalamazoo for exemplary consulting and strategy with employee benefits, wealth management and life insurance.  With the addition of Human Resources Consulting and Retirement Planning to the portfolio of Rose Street’s Services, an update to the […]

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Things We Learned in 2020

Things we learned in 2020

Things We Learned in 2020 2020 was an interesting year and we learned a lot.  We learned new words like:  COVID, Zoom, and social distancing. We learned about working remotely while keeping pets and family members occupied.  We learned that we are good at learning and have the ability to do […]

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