Selling a business is not a simple transaction; it is a strategic decision that requires careful planning, timing, and expertise. For business owners, particularly those in the Gen X and Gen Y demographics who may be sitting on significant unrealized value, understanding how to structure…
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Navigating the four years of your child’s college education can be an emotional and financial whirlwind, grappling with how to afford the expenses. While it may be tempting to sideline your own financial goals to tackle this considerable yet transient financial responsibility, a more prudent…
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  Growing Your Business and Tax Complexity We all know growing your business is a multifaceted journey. Whether you’re just starting and hustling to get revenue-positive, you’re in that gritty mid-stage planning long-term strategies, or you’re at a mature stage optimizing for an exit—there’s one…
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As a business owner or high earner, you have worked hard to accumulate your wealth. While growing your assets is undoubtedly essential, protecting them should also be prioritized. One of the most tried-and-true strategies to shield your investment assets from various is through the use…
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Now, you’ve probably heard about 401(k) plans, right? Most business owners have them because, well, that’s just what businesses do. But what if I told you that the 401(k) is just the tip of the iceberg when it comes to maximizing your retirement contributions and…
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As a business owner, you’ve likely spent a great deal of time and energy cultivating and growing your business. It’s crucial to ensure that you’ve not overlooked the importance of planning for your retirement. Gen X and Gen Y business owners need to know that…
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Today, we’re diving into an essential technique: Investment Loss Planning, and how you can use it to your benefit Investment loss planning might sound complicated, but it’s a tool that can help you reduce your tax liability, and in turn, keep more of your hard-earned…
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  Welcome back to Building Towards Wealth where we help you align your money with your goals, make smart financial decisions and proactively manage the risks and taxes that come with business ownership and life. If you haven’t already, hit that subscribe button and turn…
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