/ Business Ownership How should executives and entrepreneurs think about prioritizing their financial goals? “Often, an executive’s income and future wealth are directly tied to the equity-based compensation they receive by Molly Loftus, WORTH
/ Business Ownership What are the most critical strategies for strengthening your business as an entrepreneur? "Knowing what risks you face and how to avoid the loss they can cause can give you the freedom to run your business successfully by Molly Loftus, WORTH
/ Business Ownership How do you create a business that achieves high client retention rates and profitability? Simply put, owners think differently than nonowners do. by Molly Loftus, WORTH
/ Accounting What can I learn from business managers of celebrities that will help protect my wealth? Stars and professionals excel at what they do. But too often, their knowledge of how to protect and grow their newfound wealth is limited. by Molly Loftus, WORTH
/ Accounting Do the changes the new tax law brings affect my foreign business outcome? Now, based on the new tax law, is the time for you to rethink the structure of your foreign businesses if indeed they are operated by a U.S. pass-through. by Molly Loftus, WORTH
/ Accounting What should I know about “Qualified Small Business Stock?” Many don’t avail themselves of QSBS because they are simply unaware of or confused about its application. We think that should change. by Molly Loftus, WORTH
/ Business Ownership What are the nonmonetary considerations of selling your business? Considering the emotional as well as financial aspects of the event is key—and will yield a more successful result. by WORTH
/ Business Ownership How can a buy-sell agreement help a business owner? Buy-sell agreements are one of the most efficient means of transferring your business interest by Jeffrey S. Gerson
/ Business Ownership What does my family need to know to ensure a winning business succession? There are important steps that need to be taken to obtain a winning succession for a family business by Theodore S. Byer
/ Business Ownership How can you “ARM” your key employees for success? Most business owners would love to have employees who are as passionate about the company as they are by WORTH
/ Business Ownership How should I prepare for a significant liquidity event? The liquidity event we are discussing typically happens when you, as a key person of a company, stand to receive by WORTH
/ Business Ownership What are some wealth-management issues and strategies for executives at early-stage companies? Partnering with an advisory team experienced in navigating challenges will help maximize the financial opportunities of working for a start-up. by WORTH
/ Business Ownership What are some best practices for hiring and retaining domestic staff? Work in the home constitutes a fundamentally different environment from work in a business setting by WORTH
/ Business Ownership How do I properly insure both my yacht and its crew? Many of my high net worth clients regard their beautiful, hard-earned superyachts as the “golden ring” of their success by WORTH
/ Business Ownership Should I purchase workers compensation and disability insurance for my domestic workers? The short answer is yes by WORTH
/ Business Ownership What should I know when it comes to financial planning for business owners? Successful business owners usually understand the value of financial planning by WORTH
/ Business Ownership What are some overlooked tax incentives for small businesses? As a small business owner, you have the ability to manage your taxable income, so that you end up in a more favorable tax bracket. by WORTH
/ Business Ownership When financial counseling is an executive benefit, is the executive the only one who benefits? Businesses are recognizing that they can attract top talent with company-sponsored financial planning. by WORTH
/ Business Ownership What is the new “fiduciary rule” and how does it affect my business? Unless you’re in the financial advisory business or some related field, it’s unlikely that “fiduciary” is a word you use by WORTH
/ Business Ownership How will the new partnership audit rules change how you do business? The new audit rules cast a wider net and apply to all partnerships, regardless of the number of partners. by WORTH
/ Business Ownership Is there a financial formula for midsize-business owners? As the owner of a midsize business, your situation is unique, compared to those running smaller or larger companies by WORTH