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What Issues Should I Consider if I'm Self-Employed or Own a Business? 

Are you self-employed or a business owner? 

Download our "2024 Business Owner Checklist":

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial plan. This checklist covers some key issues a business owner should consider when making financial planning decisions, such as:

  • The effect running a business may have on one’s personal financial goals.
  • The general tax implications of running a business.
  • How certain tax planning factors may be coordinated (e.g., retirement plan contributions, certain deductions, hiring a spouse, specific business entities, etc.) to better suit one’s financial situation.
  • Other areas (e.g., risk tolerance, insurance needs, financing issues, etc.) that may be affected by operating a business.