by Julie Long | Sep 10, 2026 | Financial Planning, General, Small Business, Stocks, Tax, Tax Planning
What is qualified small business stock? Qualified small business stock is a type of tax-favored investment in certain small businesses. Section 1202 of the Internal Revenue Code allows a taxpayer other than a corporation to exclude some or all of the gain from...
by Julie Long | Jan 8, 2026 | Financial Wellness
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on...
by Julie Long | Nov 6, 2025 | Financial Wellness
Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s appropriate for you. Basically, three separate categories of entities exist: partnerships, corporations, and limited liability...
by Katie Brown | May 31, 2024 | General, Retirement
Taking Advantage of Employer-Sponsored Retirement Plans Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you...
by Katie Brown | May 24, 2024 | General, Insurance
Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...
Best-In-State Wealth Management Teams (2025 & 2026) 