Business Owner Resources

401(k) Plans

Asset Protection

Asset Protection in Estate Planning

Avoiding Unreasonable Compensation

Basic Retirement Planning

Below-Market Executive Loans

Benefit Plans for Small Businesses

Borrowing Money from Your Business

Bunch Earnings to Save Social Security Taxes

Business Assets: Lease Versus Buy

Business Cash Management

Business Financial Ratios

Business Plan Can Be Your Guide to Growth

Business Succession Planning

Business Succession Planning Buy-Sell Agreements

Buying a Franchise

Buying an Existing Business

C Corporation Distributions

C Corporation Income or Loss

Cash Balance Plan

Charitable Matching Contribution Plan

Choosing an Entity for Your Business

Company Car: Employer Perspective

Compensating Yourself

Compensating Yourself with Cash

Compensating Yourself with Dividends

Creating Exempt Family Employment to Minimize Social Security Payroll Taxes

Defined Benefit Plan

Defined Contribution Plans

Designing a Benefit Package for Your Small Business

Diluting Ownership to Raise Capital for Your Business

Don’t Bank Your Retirement on Your Business

Employee Stock Ownership Plan (ESOP)

Employee Stock Purchase Plans

Estate Planning Key Numbers

Executive Bonus (Section 162) Plans

Executive Business Expense Reimbursement

Family Business Succession Planning

Financial Planning Education/Services

Financial Planning-Helping You See the Big Picture

Fixed vs. Adjustable Rate Mortgages

Forecasting Business Revenue

Fringe Benefits

Funding a Business

Funding a Buy-Sell Agreement with Disability Insurance

Funding Your Buy-Sell Agreement with Life Insurance

Gift and Estate Taxes

Gift- or Sale-Leaseback: Estate Freeze Technique

Golden Handcuffs

Golden Parachutes

Group Life Insurance

Health-Care Reform

How to Help Employees Afford Higher Education

Incentive Stock Options

Income Splitting and Income Shifting: Tax Planning for the Self-Employed

Insuring Your Home Business

Key Employee Life and Disability Insurance

Lending Money to Your Business

Life Insurance as an Employee Benefit

Life Insurance for Business Owners

Life Insurance for the Self-Employed

LLC, LLP, PC, LP Business Formation Rules

Maintaining a Cash Reserve

Managing a Business Line of Credit

Maximizing Deductions for Start-Up Costs

Minimizing Your Social Security Payroll Tax/Self-Employment Tax

Money Purchase Pension Plan

Non-Qualified Deferred Compensation (NQDC) Plans

Nonprofit Boards: New Challenges and Responsibilities

Nonqualified Stock Options

Offering Employee Benefits

Other Compensation Methods

Partnership Distributions

Partnership Income or Loss

Pay Down Debt or Save for Retirement?

Phantom Stock

Planning for Business Expansion

Profit-Sharing Plan

Properly Insuring Your Business

Properly Insuring Your Business

Protect Yourself against Identity Theft

Raising Capital for Your Business

Record Keeping for Your Own Business

Recovering from Identity Theft

Renting or Leasing Property to Your Business

Replacing Compensation with Nontaxable Fringe Benefits to Minimize Social Security Payroll Taxes

Restricted Stock Plans

Restructuring Business Entity to Minimize Social Security Payroll Taxes

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

S Corporation Distributions

S Corporation Income or Loss

Sale of Interest in a Partnership

Sale of Interest in LLC, LLP, LP, PC

Sale of Sole Proprietorship

Sale of Stock in a C Corporation

Sale of Stock in an S Corporation

Selling Shares or Assets

Should You Pay Off Your Mortgage or Invest?

Should You Self-Insure Your Business?

SIMPLE 401(k) Plan

SIMPLE IRA Plan

Simplified Employee Pension (SEP)

Small Business Jobs Act of 2010

Split Dollar Insurance Plans

Split Dollar Life Insurance, Including Nonqualified Deferred Compensation Plans

Starting or Buying a Business

Taking Advantage of Employer-Sponsored Retirement Plans

Tax Consequences if Business Generates Income or Loss

Tax Consequences of Business Distributions

Tax Planning for Business Owners

Tax Planning for the Self-Employed

Teach Your Children Well: Basic Financial Education

The Benefits of Tax-Advantaged Savings Vehicles

The Roth 401(k)

Transferring Your Family Business

Types of Incentive Packages

Types of Income

Understanding Defined Benefit Plans

Understanding Your Business Owners Policy

Using Small Business Administration (SBA) Loans to Raise Capital for Your Business

What is a Business Continuation Plan?

Women: What You Should Know When Starting a Business

Working with an Advisory Team