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
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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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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