Welcome, Guest!
Back

What Issues Should I Consider When Starting A Business?

Category:
Working / Accumulation Phase
Blurred Flowchart

Become a Member to view.
Already a member? Login Here

When a client is starting a business, it is important to ask the right questions up front and to identify issues that are likely to arise. First-time entrepreneurs and seasoned business owners alike can benefit from preliminary discussions to spot planning opportunities, minimize complications, and get started down the right path. This checklist helps guide the conversation regarding common factors relevant to prospective business owners.

This checklist covers:

  • Personal and business cash flow issues
  • Legal and business formation issues
  • Tax issues
  • Other planning considerations

 

Updated 12/1/2022


Related Guides
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
Category: Working / Accumulation Phase
Am I Eligible For A Qualified Business Income (QBI) Deduction?
Category: Working / Accumulation Phase, Tax Planning
Should I Set Up A Traditional 401(k) For My Business?
Category: Working / Accumulation Phase, Assets and Investment Planning
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning
Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
Category: Working / Accumulation Phase
Common Retirement Plans For Small Business Owners
Category: Working / Accumulation Phase
Common Pension Plans For Small Business Owners
Category: Working / Accumulation Phase
What Issues Should I Consider As A Business Owner Or 1099 Worker?
Category: Working / Accumulation Phase, Tax Planning
[class^="wpforms-"]
[class^="wpforms-"]