Jasmine, a small business owner, wanted to establish a cost-effective quality group health plan. I identified an option that provided the small business tax deductions AND tax credits. The business received a double tax benefit.
Cindy, wanted to develop a plan to tackle her debt. I analyzed her personal and business debt and presented
repayment options. She opted to pay smallest debt first and was relieved to have a workable plan of attack.
Kim left her job for self-employment. She wanted to know the pros and cons of sole proprietorship and a legal business structure. For peace of mind, she chose the one that protects her family's home from business liabilities.