business owners

Tips for Making Your Charitable Donations Count
Don’t Miss Out on These Year-End Tax Strategies
Qualifying for the QSBS Exclusion
When it Comes to QSBS, Timing is Everything
Second Act for Qualified Small Business Stock?
Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Business Owners, Philanthropy, Women & Wealth


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Does Your Target-Date Glide Path Suit Your Workforce?
Will Your Estate Be Taxable in the Future?
Custom or Packaged? The Target-Date Choice Revisited
One Number Every Business Owner Needs to Know
Are Your Heirs Engaged?
Why Every Business Owner Should Have an Exit Plan

Why Every Business Owner Should Have an Exit Plan

by Andrew Bishop, Daniel Brunello
When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens.

Business Owners, Wealth Planning, Women & Wealth


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DC Plan Sponsors: What Fiduciaries Don’t Know Can Hurt Them
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