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Small Business Planning

The Keys to Success

At Johanson and Yau, we handle the full array of financial planning and wealth management needs for small business owners. 

Our corporate retirement services include evaluating, designing, and administering the most optimal tax-qualified retirement plans for your business, including:

  • IRAs
  • SIMPLE Plans
  • Profit-Sharing Plans
  • Cash Balance 401(k) Plans

We also offer comprehensive business continuity planning, including:

  • Key Person
  • Buy/Sell Agreements
  • Disability Buy-Out
  • Succession Planning 

Are you a small business owner that has questions about your financial strategies? Let’s get your questions answered.

Client Education 

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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