From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …

8 Financial Planning Tips for Small Business Owners

Running a small business involves juggling multiple responsibilities. Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are eight essential financial …

The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Building Your Ideal Business Succession Plan

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

5 Common Business Exit Planning Mistakes (and How to Avoid Them)

By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner  Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …

Planning Your Exit Strategy

When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.

Culture From the Top Down: Executive Compensation Plans Explained

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a k …

Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …

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