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Your business year-end health check

Published on October 28th, 2021

Business owners and managers spend most of their time monitoring operations and dealing with everyday problems. But just as an annual checkup from your doctor helps monitor and manage your personal health, an annual checkup can do the same for your business. Here are seven checkup tasks that you should make time to do every […]

Is it time to update your beneficiary list?

Published on October 26th, 2021

It’s not uncommon to lose track of your beneficiaries, including which accounts have them, and who you designated. However, it is important to keep them current. Make your beneficiary designations a priority When you designate a beneficiary for an account, that person inherits the assets in the account, regardless of what your will says. That’s […]

Protect Your Company with Meeting Minutes

Published on October 25th, 2021

Keeping meeting minutes has traditionally been thought of as something that only corporations and big businesses need to worry about. But even if your business isn’t required by law to keep meeting minutes, having them can provide valuable supporting evidence in the event of a lawsuit or tax audit. Here’s what you need to know […]

The Accountable Plan: A Win-Win Tax Move

Published on October 21st, 2021

Having an accountable plan has always been a great way for a business to give employees a tax-free benefit that’s also deductible, but it’s now more relevant than ever as companies are finding it difficult to attract and retain qualified employees. If you haven’t already, consider establishing an accountable plan to offer some financial relief […]

Setting Your Salary as a Business Owner

Published on October 20th, 2021

Executives in larger firms often rely on their board of directors and the human resources department to establish pay scales, retirement plans, and health insurance policies. In a small company, these decisions fall to the owner. While there’s not a one-size-fits-all formula for determining how much to pay yourself as a business owner, here are […]

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