CCR Insights

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43

Why Pension Plans Can Make Sense for Dental Practices

By Mark Palmerino | November 3, 2016

For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.

44

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

By Mark Palmerino | October 12, 2016

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.

47

Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.

48

Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.

49

Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

By CCR WM | April 15, 2016

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

51

Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

By Mark Palmerino | March 25, 2016

For business owners, few things are more terrifying than a potential IRS tax audit.