What Should I Consider When Starting A Business?
- Personal and business cash flow issues
- Legal and business formation issues
- Tax issues
- Other planning considerations
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What Should I Consider As A Business Owner or 1099 Worker?
- The effect running a business may have on one’s personal financial goals.
- The general tax implications of running a business.
- How certain tax planning factors may be coordinated (e.g., retirement plan contributions, certain deductions, hiring a spouse, specific business entities, etc.) to better suit one’s financial situation.
- Other areas (e.g., risk tolerance, insurance needs, financing issues, etc.) that may be affected by operating a business.
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Click on the link below for checklist pdf.
Common Retirement Plans For Small Business Owners
- Maximizing retirement savings
- Incentivizing employees
- Managing costs and administrative complexity
- Optimizing income tax planning
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Common Pension Plans For Small Business Owners
- Maximizing retirement savings
- Incentivizing employees
- Managing costs and administrative complexity
- Optimizing income tax planning
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