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Article

Using Securities-Backed Loans To Reduce Capital Gains For Your Business

The capital gains rate in 2024 was between 15 to 20 percent, according to the IRS. And if you’re talking

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Article

Financial Planning For Your Business: What To Expect With Consolidated Planning

Strategies for business owners often focus on current challenges and specific financial products and usually fail to coordinate solutions that

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Gifting Your Business As A Succession Plan

Planning for how you will exit your business is arguably just as important, if not more important, than how you

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Do You Have Enough Money To Retire From Your Business Now?

In most cases, business owners contemplating a sale are simply looking at the sale price and the sale price alone.

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Will Burnout Lead You To Exit Your Business?

Burnout, especially for business owners, can have a lasting impact on your business in more ways than you think. Here

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Planning For Your Business: What You Can Expect With A Fee-Based Planning Engagement

Often, business owners are so consumed with working in their businesses that they forget to work ON their businesses. Part

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© 2024 Consolidated Planning. All rights reserved.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24