MANAGEMENT ADVISORY SERVICES

Business owners have a lot on their plate, from practicing their trade to managing employees, clients, sales, daily operations and bookkeeping; time to focus on finances is limited.  Jason can help your company’s management team make informed decisions, develop long-term objectives and set specific strategies to facilitate steady, sustainable, long-term growth and success.

PENSION & PROFIT SHARING PLANS

What type of pension plan will best serve the retirement needs of you and your employees? Jason can help you weigh the pros and cons of investing in SEP, 401k and other financial incentives to help your business recruit and retain talented employees.

BUSINESS ENTITY SELECTION

Choosing the best form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding positive or negative tax implications. The formation you had when you opened shop might not be the best structure to meet your needs today. At each “life stage” of your business, Jason can help you evaluate the pros, cons, implications and obligations of each entity type.