Porter Mountain Advisors

Insights

From the Porter Mountain Team

Practical guidance on tax, business, and estate planning. New articles will appear here as we publish them.

5 Year-End Tax Moves Business Owners Shouldn't Overlook
Tax Planning

5 Year-End Tax Moves Business Owners Shouldn't Overlook

A short checklist of the highest-leverage tax decisions to make before December 31—from entity elections to retirement contributions.

Coming soonRead more
Do You Really Need a Trust If You Already Have a Will?
Estate Planning

Do You Really Need a Trust If You Already Have a Will?

Understanding the difference between a will and a trust—and why most families benefit from having both in place.

Coming soonRead more
Selling Your Business: What to Plan a Year Out
Business Transitions

Selling Your Business: What to Plan a Year Out

The financial, legal, and tax steps that have the biggest impact on your eventual sale price—and your peace of mind.

Coming soonRead more

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