Small business

Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?

Most businesses start out small, and many don't survive. But for advisors who take the long-term view, there is a wealth of opportunity.

The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal.

As more community banks look at working with alternative lenders, they must be mindful of the regulatory and reputational risk that can occur if they make a bad referral.

Advisors who add corporate services such as deferred compensation, executive benefit programs and defined contribution or benefit plans to their menu of services, serve business owners and executives better. They also differentiate themselves and boost revenue.

Not only are the requirements of the Affordable Care Act difficult and complicated for businesses to understand, but in many cases those aspects that businesses and their advisors think they understand are already slated to change in the future, according to one expert.

Family business owners are more focused on sustaining their business’s longevity than on sustaining wealth across future generations, according to a new survey.

The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Despite a recent show of political opposition, the Labor Department seems poised to press ahead with a proposal to broaden the definition of fiduciary to cover advisors working in the retirement plan segment, a leading opponent of the measure warns.

Financial advisors who specialize manage nearly double the client assets of their peers, according to a study of 7,000 advisors conducted by research firm Cerulli Associates.

An institute executive told Congress it should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans.

A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

One of the biggest value adds advisors can provide is being able to pick up on warning signs that a client's family business may be in trouble. Here are six to look out for.

Business owners are often so busy with their work they put off personal financial planning and investment decision making.

Small business owners are feeling more confident even as the economy struggles to return to a more robust level of growth.

Despite the slow economic recovery, many wealthy business owners are increasingly confident about their finances.

As community banks struggle with profitability, one segment offers a large opportunity for new revenue, according to George Noga, senior vice president of revenue enhancement at Fiserv: small business.

Small businesses across the U.S. are feeling more optimistic about the months ahead as financial conditions rebound, but concerns remain about hiring and growth, according to a new report.

Bank of America is offering software to help small business clients manage their cash.