Estate planning can take on a new dimension when you own a business. Not only do you need a strategy for managing personal assets but you also need to consider what will happen to your business in the ...

Smart business tax planning can make a big difference for your company. Each of the more than 30 million small businesses in the United States probably has a different ideal tax planning strategy.

Preparing for the future, especially from a financial standpoint, is crucial for all businesses. Companies need to forecast their revenue and expenses to ensure they remain profitable. Budget planning ...

If you run a small or mid-sized business (SMB), chances are you’ve put everything into it – your time, money, energy, resources – and a few sleepless nights. The question is: How do you keep things ...

Business owners pose a unique challenge for financial advisors when it comes to retirement planning. With their often highly concentrated wealth and entrepreneurial mindsets, business owners don't fit ...

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Discover why early planning is essential for building strong vendor partnerships. Learn how proactive strategy, clear ...

Willful, which provides online will and estate planning, has raised $800,000 in seed financing. The round was led by Montreal-based venture capital firm Tactico, which makes investments through ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Retirement planning for business owners has always been a ...

Not everyone who comes into money is a financial expert. Financial literacy is a common stumbling block for clients with new wealth. That includes entrepreneurs who build great wealth but came from ...