Decision Tools

Benefits and retirement plans
401(k) plans
Building a retirement plan for your business
Comparison of types of educational assistance
Individual 401(k) Illustration

Benefits and retirement plans
401(k) plans
Building a retirement plan for your business
Comparison of types of educational assistance
Individual 401(k) Illustration

Business planning basics
2003 numbers
Net worth calculator

Choosing an entity
Choosing a business entity
Comparison of LLCs, LLPs, and professional corporations
How C Corporations, Limited Liability Companies, and Limited Liability Partnerships Protect Personal Assets

Insurance planning
Business life insurance needs
Number of policies needed with a cross purchase plan

Tax planning
Accelerating deductions/postponing income
Accelerating income/postponing deductions

Transferring or selling a business
Business succession planning alternatives
Business succession strategy analyzer
Buy-sell agreement analyzer
Buy-sell planning questionnaire
How cross purchase plans work
How entity purchase plans work
Planning for succession of a business interest