Benefits and Entrepreneurship
Maximize return on your time so you can spend more doing what you love.
Benefits & Entrepenueurship
Understanding the financial implications of self-employment, benefits, and 1099 contracting can be confusing. I’ll work with you to discover the best options for your employment or business ownership goals. From health insurance to employer or employee benefits, we can work to maximize qualified business income, minimize taxes and elect benefits that will support your long-term financial goals.
Solopreneurs/Single Member LLCs
I can help you establish retirement plans, navigate health insurance, tax planning, and more. Together, we’ll maximize business income while minimizing tax liability.
Employee Benefits
Employee benefit elections can be confusing. We’ll work together to review options ahead of open enrollment to maximize usage. We can also plan for voluntary supplemental life insurance, disability insurance, and your employer retirement plan.
Employer Stock Plans
We can work with you to understand employer stock incentives and create a plan for how to use them. Whether you work for a publicly-traded or private company, we can help with restricted stock, stock options, or employee stock purchase plan.
Health Insurance
We can review options employer coverage offerings, consider plans that allow for contributions to Health Savings Accounts (HSA), and match your health insurance plan to your expected usage for the coming year.
Employer Retirement Plans
As part of your larger financial strategy, I work with you to understand and take advantage of company matches for employee retirement contributions, discuss pre-tax vs. Roth contributions, and help select your investment options.
Employment & Job Changes
Building a financially independent future that allows you time to chase your outdoor pursuits starts with negotiating a beneficial employment contract. We will quantify the financial impact of different benefits from employers and support you with negotiating benefits, planning profit share, and more.
