Wealth Transfer Strategies for Business Owners: Large Legacy, Small Taxes
- Passing a business on to the next generation requires attention to detail and knowledge
This week’s insight spotlights cash balance plans and how they, or other retirement savings vehicles, could save you big dollars come tax time.
Small business
This week’s insight keeps on the tax-code theme (as the April 15 filing deadline looms!).
One of the best effects of the COVID-19 pandemic, precisely five years
A Growth Scare Spooks Stocks, But February Losses Held In Check
- US large caps fell slightly last month after rising in January
- Markets have chopped around since
This week’s insight is an update to a small but important piece of the tax code that’s currently withering away: Bonus Depreciation.
Bonus Depreciation allows
- Entrepreneurs should always know how much their company is worth whether it is for a potential sale, succession planning, or just ongoing financial planning
- We
Stocks Jump in January on Solid Economic Data & Earnings, A Good Sign For 2025
- The “January Barometer” predicts more gains this year
- Growth, inflation, and
- Risk management is key to your company’s long-run viability
- A Business Continuity Plan (BCP) prepares for all sorts of risks with a focus on protecting a
- December was a tough month for most areas of the market amid returning inflation jitters
- The S&P 500 dipped to close out the year, but strength in the Mag 7 kept
This week’s insight rings in the new year with a glass full of tax talk. We’ll try not to party too hard.
Small business owners aren’t so much concerned about
- An ESOP is a retirement plan that puts ownership in the hands of workers, offering tax advantages and a succession opportunity for the owner
- While the initial
- Learn about the right mix of insurance policies for your business, including safeguarding against emerging risks
- Sufficient insurance can be a cornerstone of
