BusinessWeek Online has a great article to help you review your business plans for the end of the year. It includes a lot of great advice for determining how well your plans for last year will serve you next year. The topics include your business structure, personal investment strategy, company retirement plan, tax considerations, insurance policies, and transition plan. A lot of these issues will require meeting with your attorney, accountant, or financial planner, so now is a good time to set up those appointments (you'll especially want to meet with your accountant before tax season kicks off!).
Not mentioned in the article is the need for a personal checkup as well - you should review any changes in your life or finances that occurred in 2006, and determine if your existing plan is still the best way to go. You may need to make changes to your investment portfolio, will or trust, and insurance coverage. And if you don't have all three of these, I can help.
If you're looking for an attorney to serve you, feel free to contact me at 952-544-0805, or emily@emilyfingerlaw.com.
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The Brief Case is devoted to legal news and analysis for businesses and attorneys. I will feature issues of interest to corporate lawyers or their clients, as well as legal issues that are just plain fascinating.
About Me
- Emily Finger
- Minnetonka, Minnesota, United States
- Emily is a solo practitioner specializing in business law, estate planning, and general litigation. Her office is located in Minneapolis, Minnesota. She is an active member of local bar associations and business groups, as well as a Six Sigma Green Belt. Contact Emily at www.emilyfingerlaw.com for information regarding curriculum vitae, presentations, and services.