Planning for Succession of a Business Interest

Business Succession Planning—What Is It? One of the important decisions a business owner must face is when and how to step out of the business--in other words, business succession planning. Do you expect to retire from your business? Do you have a plan in place? What would happen to your business if you were to …

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Retirement Planning Options for Business Owners

In general Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization. In any of these cases, you generally have the option of establishing a retirement plan in which you and/or your employees may participate. One of the main advantages of a …

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Estate and Trust: Getting your Will in Order

The loss of a loved one is difficult under any circumstance. Not having a will properly prepared and reviewed by legal and accounting professionals can compound the difficulty, even in the most loving families. The last thing you want is uncertainty regarding your family’s well-being or that of your business and employees. In this video, …

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