Business Owners
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By Michael Torney, CFP, J.D., LL.M. Paying taxes when receiving stock grants instead of waiting for shares to vest could help you save thousands of dollars. Corporate executives often receive restricted stock or stock options as…
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The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What makes the suffering worse is when the death of a co-owner hurts the business in…
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Many successful business owners (and their families) look forward to retirement. After years of hard work, retirement lets business owners kick up their feet and live the dream. But what if everyone is ready for your retirement except…
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By Michael Torney, CFP, J.D., LL.M. Many of my clients donate money to their favorite charities. I understand their passion. My wife and I are avid, long-time supporters of The Muny – St. Louis’ outdoor theater…
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Erin Hadary MBA, CFP®, CAP® | Partner Making the call to exit your business is a big decision and one that shouldn’t be taken lightly. When you’ve built a company from the ground up, it…