Business Owners
If You Are the Business, Buy the Coverage That Pays the Business
September 30, 2026
A family life policy and a key person policy pay different people. Most owners still do not have both, and an unfunded buy-sell is a promise with no cash.
There's still time to save taxes in 2025
February 21, 2026
This conversation focuses on tax planning strategies for business owners, emphasizing the importance of collaboration between financial advisors and CPAs. The presenters discuss missed opportunities in tax planning, advanced strategies for maximizing deductions, and the significance of proactive planning to manage future tax risks. They highlight various retirement plans and the need for tailored solutions […]