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

Washington State Estate Tax Reform: What You Need to Know  

Washington State Estate Tax Reform: What You Need to Know  

Thoughtful financial planning goes well beyond investment management. Aspects like risk management, wealth preservation, and estate planning each influence our bigger financial picture. With laws continually changing, there is always something new afoot that can...

Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...

Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 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. 2025 Key...

Washington State Estate Tax Reform: What You Need to Know  

Washington State Estate Tax Reform: What You Need to Know  

Thoughtful financial planning goes well beyond investment management. Aspects like risk management, wealth preservation, and estate planning each influence our bigger financial picture. With laws continually changing, there is always something new afoot that can...

Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...