Business Owners

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A strategy is tailored to the unique financial needs of business owners. We understand the complexities and challenges you face, and this comprehensive plan addresses everything from tax strategies to exit planning. 

• Self-Employment Tax Advice: We provide expert guidance on self-employment taxes, helping you navigate the tax landscape, optimize deductions, and reduce your overall tax liability. 

• Company Retirement Plan Establishment and Management: We assist in establishing and managing company retirement plans, such as 401(k)s or SIMPLE IRAs, ensuring they align with your business and personal financial goals.
• Personal IRA Strategies: We develop customized strategies for personal Individual Retirement Accounts (IRAs), optimizing your retirement savings and tax efficiencies.
• Financial Forecasting: We create financial forecasts to help you set retirement goals and develop strategies to achieve them.

•  Disability Insurance: We evaluate and recommend disability insurance options to protect your income and financial security in the event of an unexpected disability.
• Life Insurance Planning: We assist in selecting life insurance policies that provide financial protection for your loved ones and estate planning benefits.

•  Buy/Sell Agreements: We guide you through the development of buy/sell agreements, ensuring a smooth transition in the event of a partner's exit or passing.
• Exit Planning Process: We help you create a comprehensive exit plan, whether you're selling your business, passing it on to family, or planning for retirement.

•  Estate Strategy Reduction Strategies: We employ strategies to minimize estate taxes, ensuring your wealth is preserved for future generations.
• Gifting Strategies: We assist in developing gifting strategies, allowing you to support heirs and charitable causes while reducing your taxable estate.
• Trust Planning: We help establish trusts tailored to your goals, whether for wealth preservation, charitable giving, or asset protection.
• Charitable Giving: We create charitable giving plans to support the causes you care about most while optimizing your philanthropic efforts.
• Asset Protection Strategies: We implement strategies to safeguard your business and personal assets from potential legal and financial threats.