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Have You Considered a Cash-Balance Plan?

Category: Financial Planning » Closely Held Business
By Matt Moklestad
02/28/2023

Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.

Preparing the Next Generation: Three Keys to a Long-Term Mindset

Category: Financial Planning » Closely Held Business
By Ashlee Vieregger
12/22/2023

How do we prepare our young people to lead and do it quickly?

Business Owners, Beware of the “Missing Middle”

Category: Financial Planning » Closely Held Business
By Ashlee Vieregger
03/26/2024

For many family businesses, the lack of clear succession plans is the most significant challenge. 

Selling Your Business: Tax Implications and Qualified Small Business Stock Opportunities

Category: Financial Planning » Education Planning
By Kadin White
11/12/2024

Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.

Previous 1 2

Selling Your Business: Tax Implications and Qualified Small Business Stock Opportunities

Category: Financial Planning » Education Planning
By Kadin White
11/12/2024

Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.

Previous 1 2
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