Financial Planning Tools

Planning Charts

2009 Tax Rate Schedule
Retirement Plan Contribution Limits
Individual Retirement Accounts
Health Savings Accounts
Medicare Premiums & Deductibles
Part B Premiums for High-Income Taxpayers
Deductibiility of Long-Term Care Premiums
Social Security

 

Decision Tools

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

Articles

Benefits and retirement plans

Benefit plans for small businesses
Disability income insurance for the self-employed
Group health insurance: a valued employee benefit
Group term life insurance
Health insurance for the self-employed
Key employee life and disability insurance
Life insurance for the self-employed
Offering group disability insurance
Retirement plans for small businesses
Split dollar insurance plans
Understanding individual 401(k) plans
What employers need to know about workers' compensation insurance

FAQs

Transferring or selling a business

Can I transfer my business through my will?
How can I keep my business in the family?
What are some financing options for selling my business?
What is a buy-sell agreement?
What is a family limited partnership, and will it help reduce estate taxes?