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Business Owners

Estate Planning: The Decisions Your Family Shouldn't Have to Make for You

Estate planning has a reputation for being something you do later.Later, when the kids are older....

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The...

Education Savings and Income Shifting

A lot of families approach college savings the same way they approach retirement planning in their...

Employee vs. Independent Contractor: Where Businesses Get This Wrong

For many businesses, worker classification doesn’t start as a formal decision. It develops...

How to Grow Your Post-Tax Net Worth

There’s a point where increasing income stops being the main lever.

Most business owners hit it at...

Entity Structure Planning: How a Multi-Member LLC Balances Flexibility and Structure

As soon as a business has more than one owner, entity structure becomes more than a tax decision.

...

Entity Structure Planning: What It Really Means to Operate as a Single-Member LLC

For many business owners, the single-member LLC is the first step toward formalizing a business.

Entity Structure Planning: Understanding Partnerships

When a business has more than one owner, the conversation around entity structure changes.

Entity Structure Planning: Understanding the S-Corporation

Choosing the right entity structure is one of the most important decisions a business owner can...

Cash Flow Planning Using Your Corporation or LLC: What Business Owners Should Really Know

Cash flow planning isn’t about spreadsheets for the sake of spreadsheets. It’s about clarity. It’s...