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Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or owner leaves the business unexpectedly. ...more
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Explore the various types of Individual Retirement Accounts (IRAs) and the process of converting to a Roth IRA. This in-depth article covers Traditional IRAs, Roth IRAs, SEP-IRAs, and SIMPLE IRAs, exp... ...more
Echelon Financial
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Explore the fundamentals of alternative investments in this comprehensive guide. Learn about private equity, hedge funds, real estate, and more, plus qualification requirements and key risks. Essentia... ...more
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Learn powerful tax strategies for entrepreneurs that go beyond basic deductions. Discover how to legally reduce your tax burden using long-term planning techniques used by successful business owners. ...more
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Umbrella liability insurance is crucial for entrepreneurs to protect their assets and reputation. It provides additional coverage beyond standard policies, offering a cost-effective way to manage risk... ...more
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Explore the benefits, drawbacks, and strategies of Roth IRA conversions. Learn how to optimize your retirement savings, navigate tax implications, and make informed financial decisions, especially if ... ...more
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Discover how the Qualified Business Income (QBI) deduction can save you up to 20% on your taxable income. Learn eligibility criteria, calculation methods, and how to maximize your deductions effective... ...more
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By understanding the unique advantages and considerations of S Corps, businesses can potentially save substantial amounts in taxes while maintaining compliance with the Internal Revenue Service (IRS) ... ...more
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Learn key asset protection strategies for business owners, physicians, and high-net-worth individuals. Learn about statutory protections, retirement account rules, and leveraging liability insurance t... ...more
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When I think of a family business, I’m immediately drawn to memories of my father, an economics professor, discussing markets and the economy at our dinner table. ...more
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Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or owner leaves the business unexpectedly. ...more
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Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
ces
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
ces
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