[⚙️ Living Wealthy] Is Your Business Protected for 2025? Quick Year-End Checklist

Don't start 2025 until you've checked these critical business areas

Living Wealthy Newsletter   Hey Friend,   Here's the truth about entrepreneurial finance:   The rules are different for us.   While your friends with 9-to-5 jobs might be all set with their 401(k)s and mutual funds, business owners need a more sophisticated approach—especially as we head into 2025. 🔍YOUR YEAR-END BUSINESS PROTECTION CHECKLIST: Business Structure Review Is your current structure still protecting you from liability? Could an S-Corp structure save you thousands in payroll taxes? Many CPAs miss this: Your structure choice directly impacts your personal wealth Tax Strategy Alignment The IRS has over 5,300 pages of business tax strategies Common missed deductions: Business loan interest Self-employed health insurance [And many more you might be missing] Financial Protection Setup Do you have your "war chest" ready for 2024? Is your business properly insured against all risks? Have you checked your business credit score lately? Access to Capital Remember the 3 C's for optimal loan terms: Credit Cash Flow Collateral Future-Proofing Is your estate planning current? Do you have a clear succession plan? Is your retirement strategy built around your business? ❌ WARNING: FINANCIAL ADVISORS OFTEN MISS THESE... Most traditional financial planners work with W-2 employees and don't understand the unique needs of business owners. That's why having a team of specialists is crucial! READY TO PROTECT YOUR BUSINESS FOR 2025 & BEYOND? Review this checklist against your current business setup. If you find gaps, now is the time to address them—before the new year begins. Need help getting started? Read our complete guide for a deeper dive into each area and learn why these protections are crucial for entrepreneurs.   [Read the Full Post on Our Blog ➔]   Build the life you love, The Builders at Wealth Factory P.S. Not a Wealth Factory member yet? What are you waiting for? Sign up for FREE and join the financial revolution! © Wealth Factory, LLC, 90 S 400 W, Suite 560, Salt Lake City, Utah, 84101, United States, (800) 400-8385   If you would like to stop receiving future updates from Wealth Factory, you may Unsubscribe   Disclaimer | Support | Terms of Use | Privacy Policy   Disclaimer and Waiver — Wealth Factory, LLC®, its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as "Wealth Factory") are not financial or investment advisers and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering.