Business Owners
For business owners, personal and business finances are one system. Retirement plan choices, entity structure, and self-employment tax interact, and the eventual sale or succession is often the largest financial event of the owner's life.
These pieces cover starting out, choosing a plan, and preparing well ahead of a transition.
Checklists & Guides
What Issues Should I Consider as a Business Owner or 1099 Worker?
Self-employment changes the planning picture. See the long-term issues worth thinking through.
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What Issues Should I Consider When Planning for the Sale, Disposition, or Succession of My Business?
An exit plan takes years to build well. See what to consider for a sale, transfer, or succession.
Free PDF download
What Issues Should I Consider With My Employer-Provided Benefits?
Retirement plans, insurance, and other benefits are easy to underuse. See what's worth a closer look.
Free PDF download
What Issues Should I Consider Regarding My Incentive Stock Options?
ISOs come with unique tax rules, including AMT exposure. See what to review before you exercise.
Free PDF downloadWhat Issues Should I Consider Regarding My Non-Qualified Stock Options?
NSOs are taxed differently than ISOs. See what to review at grant, exercise, and sale.
Free PDF downloadPension Plan Options for Small Business Owners
Defined benefit and cash balance plans can allow larger contributions than typical retirement accounts. See how they compare.
Free PDF downloadHave a question about business owners?
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