Checklist: Common Issues Small Business Owners Should Consider
As a business owner or independent contractor, you face unique financial challenges and opportunities. This guide provides a comprehensive understanding of the critical issues you should consider to optimize your financial health.
It dives into long-term planning, tax considerations, and other key aspects crucial for your business’s success and personal financial stability. From evaluating your investment goals, insurance needs, and estate planning to understanding the intricacies of tax deductions and entity structure, this guide offers insights to help you navigate the complexities of being your own boss.
You’ll find valuable strategies to align your business decisions with your personal financial goals, ensuring you’re well-equipped to make informed choices for a prosperous future.
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Peter Donisanu, ChFC®, AIF®
Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

