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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted 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 MorePosted on 03/28/2019