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Tag: Business Planning & Succession

Article
April 20, 2021

Building Retirement Income Through Deferred Compensation Plans

High-income earners are usually unable to contribute the same proportional amounts to their qualified retirement savings plans as others. Non-Qualified Deferred Compensation (NQDC) plans may provide a favorable solution to mitigate this difference. In this blog post Kevin Kingston provides an overview of NQDC plans and how they can help high-earning business owners, executives, and professionals.

Article
March 29, 2021
Financial Wellness for Employees

Financial Wellness – What Does That Mean?

Patricia Hutchinson, Savant’s Manager of Retirement Plan Services, discusses how the COVID-19 pandemic has shined a spotlight on the need for employee wellness programs.

Article
January 4, 2021
am i over-insured? balancing act

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.

Article
December 28, 2020
Pandemic-Aid Bill

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.

Article
October 29, 2020
Business Succession Planning is Passing the Baton

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.

Article
June 26, 2019
Hands Shaking after Sale

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.

Article
November 17, 2018
Retirement

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.

Article
June 4, 2018
Man Solving Complex Problem

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 […]