business financial planning guide

Financial Planning for Your Business

This guide is a must for accountants, consultants, insurers and financial advisors targeting closely held businesses and their owners. It enables these professionals to inform business owners about ways to integrate their business and personal financial plans so they can build wealth and achieve their goals. Use this proven marketing tool to build client relationships, distinguish yourself from competitors and increase awareness of ways you can be of service.

Representative topics

Role of life insurance
Buy-sell agreements
Qualified retirement plans
Distribution planning
Importance of estate planning
Tax impacts of business structure
Nonqualified deferred compensation
FLPs, ILITs and charitable trusts

To order this guide —available in print or PDF electronic format — or for more information, contact us or call 800.227.0498.

See the following newsletter marketing programs for additional ways to promote your business consulting, tax and financial planning services:

Employee Benefits Update
Focus (general practice)
Inside Family Business
Management & Tax Concepts

Legal Alert
Merger & Acquisition Focus
Tax Impact
Trendlines (general practice)