Business Planning

If you’ve built a business over the years, chances are it may be your largest asset. Understanding estate taxes and planning carefully for the future can ensure that your closely held business doesn’t create a burden for your business partners and heirs.

Your business is among the greatest achievements of your life. MarsJewett can help you plan for its future.

A carefully drafted business continuation strategy can provide a clear plan and the necessary resources to transfer appropriate ownership interests to key employees, business partners, or heirs. For example, advanced planning can fix the value of your business, which may reduce taxes and administrative costs.

Business planning strategies can also be used to develop attractive retirement and employee benefit packages for key employees. Nonqualified retirement plans can play an important role in helping to attract and retain highly qualified executives, particularly in competitive industry situations.

EDUCATIONAL RESOURCES

Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

Artificial Intelligence Coming to Life

Artificial Intelligence Coming to Life

Artificial Intelligence (AI) has been evolving for over 75 years, starting with Alan Turing’s groundbreaking work in 1950 and the coining of the term "AI" in 1956. Its major breakthrough came in 1997 when IBM's Deep Blue defeated chess champion Garry Kasparov,...

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

Artificial Intelligence Coming to Life

Artificial Intelligence Coming to Life

Artificial Intelligence (AI) has been evolving for over 75 years, starting with Alan Turing’s groundbreaking work in 1950 and the coining of the term "AI" in 1956. Its major breakthrough came in 1997 when IBM's Deep Blue defeated chess champion Garry Kasparov,...