In the rush of daily business activities, business owners can lose sight of what they had originally hoped to accomplish through their continuous efforts. Over time, as the business grows, personal objectives may also change.
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Estate Planning Challenges for Unmarried Couples
For unmarried partners, more creative estate planning strategies will be the key to counteracting restrictions imposed by laws that favor legally married couples.
Establishing “Material Participation” in a Business
When your business has a loss, your participation in your business may limit your ability to take that loss and reduce your taxes.
Social Networking Your Way to Success
By interacting with others in a casual manner, social networking can be a great way to build your business and make some new friends along the way.
Survivorship Life Insurance: Preserving Your Business Legacy
By using survivorship life insurance, and addressing the issue of estate taxation now, you will have taken important step toward preserving the future of your family business.
The Tax Advantages of Purchasing Annuities
If you're considering retirement, you may want to think about purchasing an annuity to provide you with steady income, either short or long term.
Business Survival Planning for the Sole Proprietor
The future of your business is in your hands. Your qualified financial, tax, and legal professionals can help you develop estate planning strategies to allow your business to continue fruitfully.
Avoid Common Estate Planning Mistakes
Are you aware of these common estate planning mistakes? Some of these common mistakes can be avoided with a few, simple actions and early and thorough planning.
Get Your Tax Act Together
Just a few ways to prepare for your upcoming meeting with your tax consultant.
10 Tips for Small Biz Owners
Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise.