Business Owner Series

Estate Planning: Why the Tax Code Punishes Success and How to Fix It

Phantom Equity: How to Provide a Financial Stake in the Success of Your Company to Your Employees

ESOPs: How to Sell Your Business to Your Employees

Donor Advised Funds: How to Build a Family Legacy and Giving to Charity in a Strategic Way

Deferred Compensation: How to Implement a Mid-Term Bonus Plan for your Key Employees

Becoming Dispensable to your Business

Business and Personal Financial State of the Union: Valuable Tips Towards Financial Independence

Value Drivers: How to Get Top Dollar for the Sale of Your Company

Deferred Compensation Plans: How to Implement a Mid-Term Bonus Plan for your Key Employees

How to Get Top Dollar for the Sale of Your Company

Business and Personal Financial State of the Union

Becoming Dispensable to your Business