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

Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Spring Cleaning for Finances

Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...

Key Financial Data 2022

Key Financial Data 2022

If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.

Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Spring Cleaning for Finances

Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...