Tax & Business Services

Transition Life Stage

Businesses that are 10 or more years old are considered proven performers and have a solid place within the market. As the business owner you are now considering ways to use the success of your business to help you reach your ultimate goals through continued effective financial planning and business consulting. Aspects of the "Transition" life stage typically include:

• Desire to maintain and protect the value of the business
• Planning for the next generation of management/ownership
• Investigating the requirements of wealth distribution with the help of a financial advisor

The Tax & Business Services small business experts can assist in all of your "Transition" life stage business needs, including the following services.

Tax & Financial Planning

• Business and personal tax and financial planning
• Business structure and succession planning
• Retirement savings and wealth accumulation
• Investment strategy and allocation
• Charitable giving planning
• Education savings and investment strategy
• Insurance and health care planning
• Estate distribution and charitable giving

Benefits

401(k)

• Simplified plan documents with quick and easy plan start up
• Professional administrative support to keep plan in compliance
• Competitive investment options to fit employees' financial planning needs
• Easy-to-understand employee communications to increase participation and satisfaction
• Online and telephone access to participant account information including balances, investment options and more

Section 125 Flexible Benefit Plan

• Medical and dental expenses not covered by insurance, including prescription drugs, eyeglasses, contact lenses and more
• Dependent care expenses for children or elder/adult care

Payroll

• Comprehensive federal, state and local payroll tax processing and submission
• Wage and withholding calculation
• Electronic new hire reporting
• Direct deposit for up to four accounts per employee
• Time off tracking and reporting
• Employee access to online check stubs and W2s
• Multiple earning and deduction codes, including garnishments
• Simple, set pricing structure

Other options to consider in the optimization of your business plan and operations include:

Investment Management

Performance Enhancement and Planning

Accounting Software Support and Training