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Article

Estate Tax Exemption Sunsetting After 2025: How It Affects Your Business

One of the biggest factors in planning for your business is around taxes – paying them, mitigating them, maximizing your

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Article

How Can Disability Buyout Insurance Protect Your Business?

Adequately protecting your business means ensuring you are able to replace the full value of your business. And if your

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Selling Your Business In 12 Months Vs. 5+ Years From Now 

While selling your business isn’t a walk in the park, it is far less daunting when you begin the process

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3 Ways To Reduce The Taxes You Pay When Selling Your Business To A Third Party

Depending on your business valuation, the perceived value of your business can leave you paying a substantial amount of taxes

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What Should You Do With Your Money After You Sell Your Business?

According to an ancient proverb, The best time to plant a tree is 20 years ago. The second-best time is

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Aligning The Sale Of Your Business With Employee Vesting Periods: What Business Owners Need To Know

Planning for the ultimate exit for your business involves a lot of moving parts. A bulk of your efforts should

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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