Articles Written by Linda Jensen
ERISA FIDUCIARY RISK & HEALTHCARE LIABILITY
If you’re a business owner, CEO, or executive overseeing a company with 100 employees or more, there is a notable risk to consider regarding your responsibilities —and it can be personal. Recent enforcement of the ERISA fiduciary [...]
DO YOU OWN A BUSINESS — OR A HIGH-PAYING JOB?
There’s a hard question every business owner needs to ask—honestly. Do you own a business… or do you own a high-paying job? From the outside, many businesses look successful. Revenue is strong. Clients are happy. Employees are [...]
Cost Segregation Under the 2025 Tax Law
If you own real estate—or your business owns the building it operates in— you may have opportunities for significant tax savings. With the passage of the 2025 One Big Beautiful Bill, cost segregation has become as become [...]
Big Beautiful Tax Bill of 2025 Benefits and Strategies for Business Owners
If you’re a business owner, the 2025 tax law—often called the “One Big Beautiful Bill”— delivers a host of new opportunities to strengthen your bottom line, invest in growth, and plan for the future. First, lower tax [...]
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Articles Featuring Linda Jensen
The Missing Piece In Most Advisor Succession Plans
Few advisors have a formalized succession plan in place. But when advisors finally do commit to planning their exit, experts say the difference between a stalled exercise and a successful transition often comes down to one factor: [...]
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