Journal

Business Owners & High Earners

RSUs, deferred comp, retirement plans for business owners, and corporate wellness.

All Retirement Taxes Investing Estate Life Events Business

The QSBS Exclusion: What Founders and Early Investors Should Understand About Section 1202

A provision buried in the tax code can erase millions of dollars of gain on the sale of a company — but only if the stock qualified from the moment it was issued.

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Cash Balance Pension Plans: A Bigger Lever for Business Owners Behind on Retirement Savings

For business owners behind on retirement savings, a cash balance plan can shelter far more than a 401(k) alone. Here's how it works and who it fits best.

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Why Most Business Owners Who Plan to Sell Never Do

Research suggests 70–80% of businesses that go to market never sell. Here's what separates the owners who close a deal from the ones who quietly take the listing down.

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Selling Your Business: The Financial Planning Timeline Before You Exit

The owners who net the most from a business sale start planning years before a buyer shows up — from tax structure to valuation to personal financial modeling. Here's the timeline that actually works.

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Maximizing Tax Credits and Deductions as a Business Owner

Understanding tax credits and deductions can help business owners reduce their taxable income and improve their bottom line

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How Atlanta Employers Can Launch a Corporate Financial Wellness Program That Actually Works

👉How would it feel to know exactly when you can retire and how much you can spend without running out of money? Let’s talk. In a complimentary call, I’ll walk you through your numbers and show you str

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How to Make the Most of Stock Compensation (RSUs, Options)

Stock compensation can be one of the most valuable—and complex—components of your compensation package

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Deferred Compensation: What It Is and When It’s Beneficial

Deferred compensation plans are a valuable tool for high earners to manage their income, reduce taxes, and save for the future

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401(k) Plan Sponsor Services (3(21) Co‑Fiduciary) in Atlanta

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