How to Set Up a 401(k) Plan for Your Small Business
Setting up a small business 401k plan can be a great way to attract and retain key employees. These steps can help you get started.
tax planning
Episode 29: Tax Planning Strategies for Turbulent Times Part 3
In Part 3 of this three-part series, Brett shares several tax planning opportunities and challenges business owners are likely to encounter throughout their lifetimes.
Episode 28: Tax Planning Strategies for Turbulent Times Part 2
In Part 2 of this three-part series, Brett shares best practices for tax-efficient investing.
Episode 27: Tax Planning Strategies for Turbulent Times Part 1
In Part 1 of this three-part series, Brett shares several tax planning tools small business owners can use to reduce their overall tax bill and reach their financial goals more efficiently.
Episode 23: 12 Days of Financial Planning
Brett shares 12 potential ways to reduce your year-end tax bill and set yourself up for financial success in the new year.
Episode 20: End-of-Year Tax Planning Tips for Small Business Owners
Before the holiday season sets in and we begin a new year with new rules, don’t forget to take advantage of the opportunity to reduce your 2021 tax bill.
Can an ESOP Benefit Your Business?
As a business owner, you’re constantly balancing competing objectives. The good news is there’s a solution that can help you achieve multiple business goals concurrently.
Episode 8: Seven Steps to Take Before Exiting Your Business
Brett takes a deep dive into the seven steps every business owner must take to successfully exit your business.
Episode 8 Transcript: Seven Steps to Take Before Exiting Your Business
BRETT: Welcome to The Charleston Entrepreneur Podcast. BRETT: My radical idea is that personal finance should be…personal. BRETT: Ultimately, the human element in each of us is what makes up personal finance. We are all business owners doing the best we can to make the right decisions about our personal lives with the information we …
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Financial Planning Basics for Entrepreneurs
No matter what type of business owner you are—from freelancer to franchise owner—understanding these financial planning basics for entrepreneurs can help you overcome the various obstacles you’ll face along your path to financial freedom.
Episode 6: Structuring Your Business for a Tax-Efficient Sale
Brett explains why structuring your business as a C-Corp can be a double-edged sword when it comes to paying taxes–and why you may want to weigh the pros and cons of converting to an S-Corp if you plan to sell your business one day.
6 Times Entrepreneurs Need a Financial Advisor
There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.