Business Owner Planning

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A business may be your largest asset, primary source of income, retirement plan, and future liquidity event. Decisions involving business cash flow, compensation, retirement plans, taxes, succession, and investing can therefore have a direct effect on personal financial security.

Foothills Investments helps business owners evaluate those decisions as part of one coordinated plan.

With the client’s authorization, Foothills Investments may coordinate with the client’s CPA, attorney, insurance professional, banker, or other adviser.

Tax preparation and accounting services may also be obtained separately through Foothills Accountants, LLC, a commonly owned CPA firm. Shane Smith may receive additional compensation from Foothills Accountants when a client chooses those services. This creates a potential conflict of interest.

Clients are never required to use Foothills Accountants and may select any tax or accounting professional. All accounting and tax services require a separate engagement and separate fees.