Educational Materials

Special Needs Planning Guide


SNP Guide
Special Needs Planning Checklist
SNP Guide
Issues and Considerations
SNP Guide
Two Step Approach
SNP Guide
Special Needs Trust

Business Solutions Guide


BP Guide
Business Valuation
BP Guide
Business Transfer Issues
BP Guide
Buy-Sell Planning Arrangements
BP Guide
Business Continuation Concepts

Personal Solutions Guide


PS Guide
Transfer Assets to Trust
PS Guide
Tax Planning Using the 1040
PS Guide
Lifetime Gifting
PS Guide
Business Estate Planning

Hot Topics Guide


Hot Topics
History of the Modern Estate Tax
Hot Topics
One Big Beautiful Bill Act
Hot Topics
Fiscal Winds

How to protect your small business from a lawsuit

How to protect your small business from a lawsuit

Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?

What you need to know about retirement plans as a small business owner

What you need to know about retirement plans as a small business owner

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.