Posts by John White

So you’ve started a business or maybe you’ve had one for a long time, or perhaps you are working as an independent consultant…. Congratulations, you can now set up a retirement plan! Unfortunately, the process is more complicated when you are an owner. When you’re an employee your employer makes the decisions about what type…

In today’s fluid economy more people than ever have been starting new businesses. This may be to follow your dream, pursue a hot new idea, or transition out of your career in corporate America into the consulting world. No matter the reason, if you are one of these people, your focus is likely on building…

Every year represents a planning opportunity, but some years have more to offer than others. This is particularly true when tax policy is changing in Washington, as it is now.  President Biden’s tax plan, as released by the House Ways and Means Committee, proposes significant changes to both income and estate taxes, as well as…