Business Planning & Concepts

Asset Protection

Asset Protection in Estate Planning

Avoiding Unreasonable Compensation

Borrowing Money from Your Business

Bunch Earnings to Save Social Security Taxes

Business Assets: Lease Versus Buy

Business Cash Management

Business Financial Ratios

Charitable Matching Contribution Plan

Company Car: Employer Perspective

Compensating Yourself

Compensating Yourself with Cash

Compensating Yourself with Dividends

Creating Exempt Family Employment to Minimize Social Security Payroll Taxes

Diluting Ownership to Raise Capital for Your Business

Don’t Bank Your Retirement on Your Business

Financial Planning Education/Services

Forecasting Business Revenue

Gift- or Sale-Leaseback: Estate Freeze Technique

How to Help Employees Afford Higher Education

Lending Money to Your Business

Life Insurance as an Employee Benefit

Maintaining a Cash Reserve

Managing a Business Line of Credit

Minimizing Your Social Security Payroll Tax/Self-Employment Tax

Offering Employee Benefits

Other Compensation Methods

Planning for Business Expansion

Renting or Leasing Property to Your Business

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

Restructuring Business Entity to Minimize Social Security Payroll Taxes

Retirement Plans for Small Businesses

Selling Shares or Assets

Transferring Your Family Business

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

What is a Business Continuation Plan?

Working with an Advisory Team