Tax Planning

Woman sitting at desk holding a large old-fashioned metal alarm clock in front of her face with both hands

7 Year-End Tax Planning Tips for Individuals

As the holidays approach, it’s time to consider tax planning moves that will help lower your 2024 taxes, as well as set you up for tax savings in future years. Here are seven year-end tax planning ideas to consider.

Read more

Male hands holding four wooden cubes with the numbers 2025. The number 0 is a red bullseye.

Smart Year-End Tax Planning for Small Business Owners

With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and next. The strategy of deferring income and accelerating deductions to minimize taxes can be effective for most companies, as is the approach of bunching deductible expenses into this year or next to maximize their tax value.

Read more

Business hands passing an orange baton

Business Owners Sometimes Need to Switch Successors

For many business owners, choosing a successor is the most challenging task related to succession planning. Owners of family-owned businesses, who may have multiple children or other relatives to consider, particularly tend to struggle with this tough choice.

Read more

Brand Audits Can Help Companies in a Variety of Ways

A strong brand can help boost revenue, while a weaker one may reduce sales opportunities and stifle growth.

Like many business owners, you’ve probably spent considerable time and energy crafting your company’s brand. Doing so has likely involved coming up with a memorable business name and logo, communicating with customers in a distinctive manner, and, above all, building a solid reputation in your market.

Read more

Make Business Succession and Estate Planning Inseparable

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business to one or more of your children (assuming you want to keep it in the family). In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation.

Read more

Man with white hair in his 60ies looking out of a glass window in a fancy office tower.

Could a 412(e)(3) Retirement Plan Suit Your Business?

When companies reach the point where they’re ready to sponsor a qualified retirement plan, the first one that may come to mind is the 401(k). However, there are other, lesser-used options that could suit the distinctive needs of some business owners. Case in point: the 412(e)(3) plan.

Read more

Tax Considerations When Choosing a Business Entity

Are you in the process of starting a business or contemplating changing your business entity? If so, you’ll need to decide how to organize your company. Should you operate as a C corporation or as a pass-through entity such as a partnership, limited liability company (LLC), or S corporation? Among the important factors to consider are the potential tax consequences.

Read more