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Allset Wealth
Home
Meet The Team
Client Stories
Our Custodian-LPL
Allset Approach
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Retirement Planning
Tax Planning
Newsletter
For Federal Employees
For Tech Employees
For Business Owners
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Financial Planning
Contact Us
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Cash Balance Plans for Business Owners in Maryland and Virginia: How Much You Can Really Put Away in 2026
Business Owners Danni Shen, CFA® 9/14/26 Business Owners Danni Shen, CFA® 9/14/26

Cash Balance Plans for Business Owners in Maryland and Virginia: How Much You Can Really Put Away in 2026

How much a Maryland or Virginia business owner can put in a cash balance plan in 2026, the staff cost, the QBI phase-out, and the Maryland IRA rollover trap.

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How to Find a Good CPA for Your Small Business: The 3 Things I Look For
Business Owners Danni Shen, CFA® 9/14/26 Business Owners Danni Shen, CFA® 9/14/26

How to Find a Good CPA for Your Small Business: The 3 Things I Look For

Three questions that separate a CPA who plans from one who only files: S corp salary, retirement-plan room, year-round access. Plus what a fair fee looks like.

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Question? Get in Touch!

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Contact

Shuo Li (240)316-8158
Shuo.Li@LPL.com

Danni Shen (240)478-8077
Danni.Shen@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD 21030

909 Rose Avenue, Suite 650
North Bethesda, MD 20852

Shuo Li and Danni Shen are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

Check the background of your financial professional on FINRA's BrokerCheck.