The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.
These are our strengths:
- EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.
- PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.
- COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.
- SERVICE. Credit Unions leave other providers to come to us. We have never lost a client to a competitor.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tips on insuring your teen driver.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Gaining a better understanding of municipal bonds makes more sense than ever.
Ascertaining the value of your business is important for a variety of reasons.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Read this overview to learn how financial advisors are compensated.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.