The Structure Matters: Choosing the Right One for Your Business

By |2022-10-10T07:02:53-08:00October 14th, 2022|Wealth Management Resources|

Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. Fortunately, you can change your mind and convert to another business structure later

Buy-Sell agreements: Ensuring Smooth Business Transitions

By |2022-07-05T09:04:55-08:00August 19th, 2022|Wealth Management Resources|

Time to Read: 5 Minutes Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? Creating a continuity plan that outlines transition planning should be part of the foundational documents of a business at any stage. Valuing the business, codifying the steps that

Tax Law Update & Year-End Tax Planning 2021 for Business Owners – Webinar Replay

By |2021-11-22T12:33:21-08:00November 22nd, 2021|Wealth Management Resources|

Time to Watch: 51 Minutes Chris Pegg discusses tax law updates and year-end planning considerations for 2021, specifically geared for business owners.  Tune in to learn more about: Legislative update for tax reform - what didn't happen and what we still might see including Possible changes to net investment income tax for S-Corps Qualified Small Business Stock

Historic CARES Act: Key Highlights for Our Clients

By |2021-10-14T13:39:02-08:00March 31st, 2020|Wealth Management Resources|

Time to Read: 8 Minutes Last week, President Trump signed into law the historic $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The legislation is the largest economic relief bill in US history and provides aid for Americans and businesses via direct payments, expanded unemployment insurance, loans and grants. At BWM Financial,

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