Culture From the Top Down: Executive Compensation Plans Explained
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a k …
Breaking Down the Basics of ISOs
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
How to Build a Succession Plan for Your Business
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business.
Maximizing a Retirement Plan as a Small Business Owner
Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.
Section 199A Deduction for Small Business Owners
The United States Internal Revenue Service Has Big Changes for Small Business Owners Two-hundred-forty-seven pages later, we have one large Internal Revenue Service document — and a whole lot of questions about everything from qualified income to 199A QBI deductions. Section 199A dedu …
Financial Planning for Small Business: Questions & Answers
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.
COMPLIMENTARY RESOURCE
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
