Business Owners

We all face risk every day, but the risks you face in retirement are some of the most significant ones you will ever confront. It’s not possible to avoid all of these potential pitfalls, such as market fluctuations, taxes, and inflation. But a strong financial plan will include risk management as a key component, to help you minimize your exposure to these factors. We will help you understand the risks you will face in retirement, and help you create a plan to protect your future.

Income taxes might be one of your largest operating expenses, but the steps you take throughout the year can save you a significant amount in taxes. Waiting until the following spring to plan for income taxes can mean that you miss valuable opportunities for saving. Instead, you should seek professional advice on deductions, credits, and tax preparation throughout the year, in order to lower your tax burden as much as possible. We can help you identify and implement the tax strategies that provide the most benefit for your business.

*Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.

Have you considered the fate of your business in the event that something happens to you? Your family and employees are dependent upon the income from your business, and it is one of your most important assets. But without you at the helm of the ship, your company could quickly take on water and sink. The goal of business continuation planning is to establish a plan for your company, so that it continues to operate profitably under any circumstances.