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Business Financial Consulting Lehi UT

See below for financial consultants in Lehi, UT that give access to business financial consulting, which includes advice on business financial health, business value check-ups, financial structure optimization, business cash flow analysis, as well as business competitive analysis, intangible asset value and business debt reconstructing.

Roy Jones
9125 Monroe Street
Sandy, UT
Company
Title: Wealth Manager
Company: Aegis Wealth Group
Type
Investment Advisor Rep: Yes
Education
Brigham Young University
International Relations, Business Emphasis
Marriot School of Management Military Science
Years Experience
Years Experience: 11
Service
Disability Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planni

Data Provided by:
Mr. Gregory W. Williams (RFC®), CFP, CHFC, CLU, LUTCF, MSFS
(801) 453-2271
6340 South 3000 East, Suite 500
Salt Lake City, UT
Company
Exit Strategy Specialists, LLC
Qualifications
Years of Experience: 26
Membership
IARFC, MDRT, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 925-0927
6510 S Millrock Drive Suite 100
Holladay, UT
 
michael petersen
2825 east cottonwood parkway
salt lake city, UT
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Chicago MBA
University of Chicago MA Economics
University of Utah BS Economics
Years Experience
Years Experience: 25
Service
Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Business Income Tax

Data Provided by:
Mr. Gregory W. Williams (RFC®), CFP, CHFC, CLU, LUTCF, MSFS
(801) 453-2271
6340 South 3000 East, Suite 500
Salt Lake City, UT
Company
Exit Strategy Specialists, LLC
Qualifications
Years of Experience: 26
Membership
IARFC, MDRT, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
michael petersen
2825 east cottonwood parkway
salt lake city, UT
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Chicago MBA
University of Chicago MA Economics
University of Utah BS Economics
Years Experience
Years Experience: 25
Service
Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Business Income Tax

Data Provided by:
EksAyn A. Anderson (RFC®), MBA
(801) 840-1200
4917 Swasey Circle
Salt Lake City, UT
Qualifications
Education: BS, MBA
Years of Experience: 20
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. A. Wayne Margetts (RFC®), LUTCF
(801) 532-1871
175 S Main St, Ste 1050
Salt Lake City, UT
Company
LPL
Qualifications
Education: BSc (Math)MBA
Years of Experience: 16
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Telton W. Hall (RFC®), CFP
(435) 865-7135
2202 N Main
Cedar City, UT
Company
Barkume Wealth Management
Qualifications
Years of Experience: 5
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Roy Jones
9125 Monroe Street
Sandy, UT
Company
Title: Wealth Manager
Company: Aegis Wealth Group
Type
Investment Advisor Rep: Yes
Education
Brigham Young University
International Relations, Business Emphasis
Marriot School of Management Military Science
Years Experience
Years Experience: 11
Service
Disability Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planni

Data Provided by:
Data Provided by:

Maximizing Small Business Income Tax Deductions

Maximizing Small Business Income Tax Deductions

There is one paramount method of maximizing small business income tax deductions. This is to become an obsessive record keeper.

The real secret behind maximizing small business income tax deductions is to become very, very good at accounting and record keeping. The successful small businessman understands the importance of accounting for every dollar. When it comes to his income tax liability, this attention to detail will pay dividends.

There are many things involved in the running of a business that are fairly clear cut when it comes to considering them a legitimate expense. These expenses usually come with their own documentation in the forms of invoices or bills. It is the borderline items that will increase the profit of the business by reducing the income tax liability. These borderline items need to be faithfully documented. They are legitimate, legal deductions and you are entitled to them, but the IRS will not be overly trusting of your good intentions unless you are prepared to document them.

These borderline items include such things as travel expenses, business lunches, and the use of your private vehicle for business purposes. All of these are legitimate costs of doing business and therefore are business expenses that reduce your taxable profit, but unless you can document them, they will do you no good. The important thing is showing the business purpose of the expense. For example, if you entertain clients at a business lunch, business must be discussed. The documentation for this meeting must be more than the simple restaurant receipt, but also an accounting entry that explains the business purpose of the meeting.

In most cases, business expenses that total less than $75 do not need documentation. It is a good idea to ignore this limit and document everything. This serves two purposes. First, it gets you in the proper habit of saving documentation and recording details. This habit of comp...

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