No market commentary. No fluff. Just specific, actionable ideas on tax strategy, exit planning, 401(k) plans, and the financial decisions business owners actually face.
Under the SECURE Act 2.0, businesses with 50 or fewer employees can claim up to $16,500 in tax credits just for starting a retirement plan. Here's the exact breakdown — startup cost credits, auto-enrollment credits, and employer contribution credits — and how the math works for companies with 10, 25, and 50 employees.
The exact credit amounts, qualification rules, phase-down schedules, and deadlines that matter for the SECURE Act 2.0 — updated for 2026.
Salary vs. distribution. S-corp implications. The "pay yourself first" framework. A clear answer to the question every business owner asks and nobody gives a straight answer to.
Charleston has plenty of financial advisors. Almost none of them specialize in business owners. Here's what to look for — and why the generic approach doesn't work when you run a company.
Buyers look at your last three years of financials. If those years aren't clean, the offer drops or they walk. Why the best time to start is now.
The full guide covers the exact credits, who qualifies, and how the math works for your company size. Free PDF. Five minutes.
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