Small business

Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?

The platform will provide Dynasty’s advisors with a turnkey solution for writing fixed life insurance, annuity, disability, and long-term care contracts.

Small-business owners are generally satisfied with their access to funding and about one in five plans to apply for a loan in 2013, according to a new survey from Bank of America (BAC).

Despite other hearings being held in Washington this week of a more political nature, it’s nice to know that the Ways and Means Committee is continuing to search for ways to make life easier for small businesses, at least as far as complying with the Tax Code.

Balances in small business retirement plans have increased an average of 20 percent between 2007 and 2012 in the aftermath of the recession.

Small businesses are more likely to comply with the tax laws if they are in certain communities in the country and if they have more trust in their tax preparer, according to a report by the Taxpayer Advocate Service.

Complexity and inconsistency within the tax code continue to be a major problem for small businesses, with one out of four small businesses reporting that they need to spend 120 hours or more per year on the administration of federal taxes, or three full work weeks, according to a new survey.

Despite their growing optimism, most small and mid-sized business owners are planning to hold off hiring for the next six months.

A capable and conscientious advisor can support small business clients by helping eligible entrepreneurs establish an Employee Stock Ownership Plan.

Not sure how to help your small business clients see a situation more clearly? Try these road-tested tips in talking to your entrepreneurs.

When advising small business owners, it helps to have the same passion — and entrepreneurial skills — as they do.

When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.

It takes a team to serve small business clients - so make sure you know how to be a strong quarterback.

As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value

When small business owners become successful, they become a magnet for questionable deals and speculative investments.

Small business owners prefer a Tax Code with low rates and fewer deductions, according to a new survey by the National Federation of Independent Business, but their bottom line is whether their taxes rise or fall.

The future of financial planning will be shaped by a dozen key trends. How will these trends affect you and your business?

The Internal Revenue Service said that budget sequestration would require reductions in refundable credits for certain tax-exempt bonds and the refundable portion of the Small Business Health Care Tax Credit for some small tax-exempt employers.