2025's Retirement Plans for Closely Held Businesses: A Business Owner's/CPA's Reference Guide
This whitepaper is a guide.
It will help in determining which plan is most appropriate for business owners and the items to be reviewed.
2025 Retirement Plan Comparison Chart
This guide can help you narrow the focus and zero in on a retirement plan that could work for you.
Because of the complexities involved with qualified retirement plans, always consult your legal or tax advisor to be sure you are complying with the rules.
Financial Planning Decision Tree Flow Charts
- Flowcharts that help you quickly and easily analyze the most common planning strategies available to you
- Easily reference some of the most commonly asked questions regarding financial planning
- Simple charts that may assist your team
Financial Planning for Business Owners
Our Business Owner Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning
Monthly Newsletter for Business Owners
We present financial planning news and updates to help Business Owners.
Melone Private Wealth IRS Newsroom
We monitor IRS activities, regulations, and updates regarding qualified plans for individuals and business owners.
Exit Planning
Lou Melone, CFP® is a Certified Exit Planning Advisor. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.