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

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Marymount Client Appreciation

Marymount Client Appreciation

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 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 call our office or email us with any questions.

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Marymount Client Appreciation

Marymount Client Appreciation

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...