The Corporate Transparency Act: What You Need to Know
LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell companies can create excellent cover for those invo …
Life Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Succession Planning for Your Business
The hit show Succession on HBO has shown all business owners the importance of having a succession plan. Although the company started by the Roy family, Waystar Royco, is a multi-billion dollar company, many of the challenges faced by them as a business and a family is things that n …
Business Succession Planning Checklist
The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible. You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
Understanding Cash Balance Plans
What Is a Cash Balance Plan? Business owners need to understand what cash balance plans are and how they work. These types of plans are becoming increasingly popular among business owners who want to provide both themselves and their employees with a steady stream of income in retirement a …
Is Your Business or Side Gig Getting Paid Through A Payment App?
Independent contractors who accept payments via payment apps such as Venmo and PayPal are facing a new reality in 2022. The IRS announced that they will require the payment apps to issue a 1099 to those businesses’ accounts that receive payments of $600 or more during th …
The Human Advisor
We are honored to share episode 33 of The Human Advisor Podcast “Larry Sprung on building an inclusive practice inspired by family values” About THE HUMAN ADVISOR: This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how wel …
Culture From the Top Down: Executive Compensation Plans Explained
By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …
Breaking Down the Basics of ISOs
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
How to Build a Succession Plan for Your Business
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business.
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Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
