Author: Jon Moore
With my business owner clients, we often start to talk about the larger legacy they have as part of business planning and life transition planning. Will their children join the business? What can they do to protect the wealth they've created for their children and their children's children?
Because of my experience, I was invited to speak at Family Business Magazine's Transitions Conference on the topic, and I've included the short video interview below.
The invitation was earned after the Family Business Magazine team saw my interview about Managing Finances and Investments for Business Owners in our video interview series "Invest In What's Important." For anyone that has any questions about the topic, feel free to reach out to me anytime.Read More
You’ve spent your whole life working hard and building a business you’re proud of. You may want to have a robust retirement strategy that helps you enjoy the fruits of your labor when you’re ready to call it a career—and your business may be one of your most valuable assets.Read More
As a small-business owner who works hard and plays by the rules, you want to pay Uncle Sam everything you owe in taxes—but not a penny more. To that end, you may already take advantage of some tax deductions that may lower your tax obligations by writing off wages, supply costs, rent, and utility expenses, among other things.Read More