Tag: Business Planning & Succession
Comprehensive and Integrated Planning for Your Financial Future
Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.
Highlights of the Recent Pandemic-Aid Bill
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.
Three Essential Steps to Business Succession Planning
When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.
Asset Sale vs. Stock Sale of a Business – What’s the Difference?
To highlight some of the key differences between an asset and stock sale, let’s review some important tax, business liability, and complexity considerations.
Small Business Owners: Do You Know Your Retirement Plan Options?
Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.
New Opportunity for Pass-Through Income Tax Avoidance
If you are a business owner who receives “pass-through” income, the Tax Cuts and Jobs Act included a major provision that you need to be aware of and start planning […]