Category: Small Business Planning

Disability Insurance

8 Tax-Efficient Retirement Plans for Your Business

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The first priority of every business is making a profit.  And unless you’re a sole proprietor, your workforce is one of the keys to achieving this goal.  Every business works

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3 Traps to Avoid When Seeking out the Best 401(k) Plans

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In addition to providing retirement benefits for small business owners and their employees, the 401(k) plans are able to significantly lighten the burden of annual income taxes. While good plans

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Small Businesses Involve Family in Estate Planning

How Can Small Businesses Involve Family in Estate Planning to Become More Tax Efficient?

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It takes years to develop a business. You must still remember the first day you decided to practice privately and started looking for real estate to support your dreams. Sometimes

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private clinic or a co-owned clinic

What Will Happen to Your Clinic and Your Property Once You Are Gone?

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Are you a doctor with your own practice? Your practice at your private clinic or a co-owned clinic usually classifies as a small business. You have certain investments in the

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How Can Small Business Owners Plan for a Secure Future for Their Family Members?

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Today, you are a highly successful doctor with your own private practice, a lovely home, maybe an apartment upstate, a beach house, a number of investments and more. However, what

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Buy-Sell Agreements in Estate Plans

Buy-Sell Agreements in Estate Plans Can Meet Asset Protection, Estate Management, and Tax Deduction Needs

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Doctors who own a business have unique needs when it comes to estate planning and tax planning. Throughout their lives, they face numerous challenges in their profession. Most doctors in

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Business Planning Hurdles

Business Planning Hurdles Business Owners Need to Deal With Today

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Like all small business owners, doctors with their private practice mainly focus on their day-to-day needs. However, what happens when you pass away should be a real concern for you

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Pros And Cons Of Deferred Compensation Plans

The Pros And Cons Of Deferred Compensation Plans

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Deferred Compensation Plans Pros Cons Life insurance offers financial protection for billions of people all over the world. Life insurance policies are not only purchased by individuals, but they are

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Common Types of Executive Deferred Compensation Plans

Common Types of Executive Deferred Compensation Plans

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Most people are familiar with the traditional approaches to executives funding their own retirements. But when an organization thinks about supplementing the retirement benefits of an executive, one of the

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Employer Owned Life Insurance Can Provide a Tax-Free Financial Cushion When You Most Need It

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Employer Owned Life Insurance Employer owned life insurance (EOLI) can be a boon for your business if you purchase policies on your key management employees. Why? Because if one of

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