Business Planning Doesn’t Have to Be Taxing
- Smart Money
- May 7
- 2 min read
Now’s the Time to Prioritize Strategic Solutions for Your Business Clients
As the dust settles on tax season, business owners have a unique window of opportunity to refocus their attention on what lies ahead—strengthening their company’s foundation and planning for long-term success.
Whether your clients are navigating succession planning or looking to recruit, retain, and reward top talent, proactive business planning can make a meaningful difference—and delay can be costly. At Smart Money Financial, we’re here to equip you with the resources and insight to help business owners make informed, tax-efficient decisions.
Succession Planning That Sticks
Succession planning is often overlooked until it’s too late. Now is the time to ensure business owners have a clear roadmap and the right protection in place.
Roadmap: Buy-sell review in light of Connelly v. US – Stay ahead of legal and tax implications with the latest guidance.
Client Guide: Buy-sell arrangements – Help clients understand the value of a structured exit strategy.
Client Guide: Key person insurance – Protect against the loss of a critical team member.
Tools to Recruit, Retain & Reward Key Talent
The competition for top talent continues to intensify. Offering strategic benefit solutions can help businesses stand out.
Plan Summary: Non-qualified benefit plan features at a glance – A quick reference for key plan types.
Employer Guide: Executive bonus & restricted endorsement bonus arrangements – Incentivize leadership with flexibility and tax advantages.
Client Guide: Benefit better – Show clients how to offer more without overspending.
Client Guide: Supplemental executive retirement plans – Provide long-term value to high-impact employees.
Dig Deeper with “Because You Asked”
For more in-depth guidance, our “Because You Asked” series delivers practical insights on advanced planning topics:
Requirements for employer-owned life insurance
The impact of §409A on non-qualified deferred compensation plans
Non-qualified deferred compensation for non-profits — Section 457 plans
Business valuation
At Smart Money Financial, we specialize in supporting advisors with advanced business planning strategies backed by decades of experience and industry-leading resources. Let us help you guide your clients toward smarter, more secure outcomes.
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