Small Business Income -- Focus on Fixed Income

While salary, bonuses, and distributions of your share of business profits are taxable, there are ways in which you can possibly benefit from your business’s success without triggering tax. These include: Tax-free fringe benefits, including medical coverage and retirement plans. Loans by the business to you on a no- or low-interest basis. If the loan interest is below IRS-set rates (also known as Applicable Federal Rates), the business may have to report interest from this arrangement, but with interest rates low, this isn’t too costly these days. Come learn basics of fixed income investments, the seven characteristics of, the advantages of laddering and how fixed income may be part of your investment strategy to maintain your small business.

Speaker(s): Allen Maupin

Fee: No Cost