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The Talley Perspective
Straightforward thinking on taxes, retirement, investment decisions, and building a financial life that actually works.
Business Owner Planning Articles
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Business Owner Planning
Cash Is Piling Up in the Business Account. What Should I Do With It?
The hoarding instinct is right early and expensive later. Here is how to calculate the reserve you can actually justify, and what one owner's idle cash was costing every month.
Business Owner Planning
How Do I Get Wealth Out of My Business (and Into Retirement)?
For a lot of successful owners the business is the retirement account, but the wealth is trapped inside it. Here is a plain-English way to think about moving wealth out of the business and framing the sale as your retirement event.
Business Owner Planning
When Should You Upgrade Your Business Tax Strategy?
The tax playbook for a thriving business is never the same as the one you started with.
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