Business Planning

If you’ve built a business over the years, chances are it may be your largest asset. Understanding estate taxes and planning carefully for the future can ensure that your closely held business doesn’t create a burden for your business partners and heirs.

Your business is among the greatest achievements of your life. MarsJewett can help you plan for its future.

A carefully drafted business continuation strategy can provide a clear plan and the necessary resources to transfer appropriate ownership interests to key employees, business partners, or heirs. For example, advanced planning can fix the value of your business, which may reduce taxes and administrative costs.

Business planning strategies can also be used to develop attractive retirement and employee benefit packages for key employees. Nonqualified retirement plans can play an important role in helping to attract and retain highly qualified executives, particularly in competitive industry situations.

EDUCATIONAL RESOURCES

2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...

Overview of the Recently Enacted Tax Law

Overview of the Recently Enacted Tax Law

Newly enacted legislation, signed into law on July 4 this year, has broad implications for taxes and more. Officially called the One Big Beautiful Bill (OBBB) Act, and comprising over 800 pages, the laws and provisions are too numerous to name here. However, it is...

2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...