Mar 31, 2026 | SML Planning Minute Podcast, Company News, Business Planning
Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there’s never been a more important time for business owners to review their business succession and employee benefits plans.
Oct 28, 2025 | SML Planning Minute Podcast, Company News, Business Planning
Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains.
Nov 5, 2024 | SML Planning Minute Podcast, Estate Planning, Company News, Business Planning
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled.
Jun 25, 2024 | SML Planning Minute Podcast, Company News, Business Planning
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly.
Dec 5, 2019 | Company News, Business Planning
If You’re a Closely Held Business Owner—Why You Need an SML Life Insurance Advisor Closely held business owners have many common concerns such as business succession, employee retention, government regulations, taxes and health insurance. Learn how your Security...
Dec 5, 2019 | Company News, Business Planning
Is Employee Retention a Problem for You? As a business owner, is retaining your top employees a concern for you, particularly as it relates to your best salespeople, company managers and executives? If so, you’re not alone. Whether your business is small, medium or...