by Holden + Taylor Advisory Group | Dec 5, 2024 | 2024, Blog, business owners, financial planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
by Holden + Taylor Advisory Group | Nov 4, 2024 | Blog, business owners, group benefits, health benefits, incorporated professionals
When it’s time to renew your organization’s group benefits plan, it’s a chance to step back, take a close look, and ensure everything still makes sense for your team and budget. Each year, your provider will review past claims and usage to help adjust coverage and...
by Holden + Taylor Advisory Group | Oct 1, 2024 | Blog, business owners, Buy Sell
Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
by Holden + Taylor Advisory Group | Aug 5, 2024 | Blog, business owners, dental benefits, group benefits, health benefits
Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of any organization. A...
by Holden + Taylor Advisory Group | Jun 3, 2024 | Accountants, Blog, business owners, Center of Influences, estate planning, Family, farmers, financial advice, financial planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As financial advisors, our goal is to help you achieve financial clarity. We do this by collaborating with a network of professionals, each bringing unique expertise to the table. Together, we provide personalized advice and...
by Holden + Taylor Advisory Group | May 1, 2024 | Blog, business owners, corporate, critical illness insurance, dental benefits, disability, disability insurance, financial advice, financial planning, group benefits, health benefits, incorporated professionals, insurance, life insurance
Building a Bright and Sustainable Future TogetherAs a small business owner, you recognize the significance of looking after your team and fostering a nurturing work environment. One method to demonstrate this is by providing a robust group benefits plan. This not only...
