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Posted on 02/07/2025

Business owners may be eligible for tax-free gains on the sale of qualifying small business stock under IRC §1202

A potentially overlooked tax provision, Internal Revenue Code Section 1202, may allow certain taxpayers who sell stock in a “qualifying small business” to exclude from Read More

Posted on 02/06/2025

The importance of Buy-Sell Agreements

According to the Exit Planning Institute, 83% of businesses have no written transition plan and 66% are owned by Baby Boomers who will transition out Read More

Posted on 02/06/2025

Preparing for the Unexpected: Essential Succession Planning for Family Businesses

Sudden death is an unwelcome and unpredictable event that can throw both personal and business lives into chaos.  For family businesses, the loss of a Read More

Posted on 12/12/2024

Business succession: Working forever, or just planning on it?

Many business owners seem to think they’re going to live forever and thus have done no succession planning, despite the COVID-19 pandemic illustrating more than Read More

Posted on 04/04/2024

How do employers retain top talent?

Watch this 1:20 video to learn how business owners can retain their top talent with a key employee retention strategy, sometimes referred to as “golden Read More

Posted on 03/11/2024

Basic benefits of an entity’s structure should play a role in business planning.

The structure of your business plays an important role in securing your personal assets and lowering the risks associated with establishing a business. A formal Read More

Posted on 12/29/2023

Split-dollar life insurance arrangements: Basics, advantages, and disadvantages

Split-dollar arrangements are commonly used in business contexts but also can be advantageous in other situations, for example between an asset owner and a trust Read More

Posted on 11/13/2023

Buy-Sell Agreements: Why Every Business With Multiple Owners Should Have One

Co-owners of closely held businesses often tend to place all their focus on day-to-day business operations while neglecting important long-term aspects of the business. One Read More

Posted on 11/13/2023

Guide for advisors: The importance of employee retention plans

In today’s dynamic job market, keeping top talent is crucial for business owners. The “Great Resignation” reshaped the workforce, but Robert Keebler says it’s also Read More

Posted on 11/13/2023

Employee retention plans: A guide for employers

In today’s dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel and help Read More

Posted on 11/13/2023

Is it time to review your estate and succession plans?

Estate planning has taken some major turns due to recent tax law shifts.  If you thought it’s all about tax exemptions, think again.  Even with Read More

Posted on 08/17/2023

Benefits and pitfalls of buy-sell agreements every advisor should know

Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool Read More

Posted on 04/07/2023

NQDC plans: a tool for employers to attract and retain top talent

In today’s job market, the risk of losing top performers is very real for employers. Finding suitable replacements can cause financial stress and disruption of Read More

Posted on 07/18/2022

Asset protection strategies for small business owners

Limiting liability for a small business has never been more important. This article, from The Nautilus Group®, describes basic strategies business owners can consider in Read More

Posted on 06/21/2022

What distinguishes an astute entrepreneur?

Many business owners fall into the trap of focusing on the urgent, short-term operational demands of their business, but neglect or delay the important planning Read More

Posted on 11/09/2020

Buy-sell agreements

Do you know how a buy-sell agreement works? If you co-own a business, you can’t afford not to. Read More

Posted on 05/12/2020

Key Employee Retention

How do employers retain top talent? Watch this video to learn more about a key employee retention strategy. Read More

Posted on 03/28/2019

How Can Business Owners Tax Diversify Their Retirement Income?

How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video. Read More

Posted on 03/28/2019

Business Marketability Assessment: Increasing the ROI on Your Business

As a successful business owner there may come a time when selling your business will seem like the right move, but how will you ensure Read More

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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

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