Understanding the fundamentals of business planning is essential for entrepreneurs to set their ventures on the path to success By familiarizing your business owner clients with these fundamentals – including types of business entities, taxation processes, employee compensation strategies, and future planning considerations – you can help them make informed decisions, maximize their resources, and […]

The qualified business income (QBI) deduction may be extended in the current administration. Small business owners should maximize this opportunity while preparing for future changes. Join us as we discuss ways to capitalize on the current QBI deduction through executive bonus, split dollar and key person strategies.