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How to Value a Business Before You Sell Featured Image

OwnershipValuation

How to Value a Business Before You Sell

Shows process for transitioning a practice to an associate

DentistryOwnership

Discussing Dental Practice Ownership with a New Associate

Wealth Advisor Meeting Prep Featured Image

Financial Planning

How to Prepare for a Wealth Advisor Discovery Meeting

How to Choose a Wealth Manager Featured Image

Financial PlanningOwnershipEducation

How to Choose a Wealth Manager for High Earners

Qualified Charitable Distributions

TaxTax PlanningTaxesRetirement

QCDs: Maximize Charitable Giving and Tax Efficiency

Roth IRA Piggy Bank

RothTaxFinancial PlanningTax PlanningIncome TaxTaxesRetirement PlanOwnershipRetirement

The Backdoor Roth IRA

Business Structures

TaxTax PlanningTaxesOwnership

The Structure Matters: Choosing the Right One for Your Business

Financial PlanningTax PlanningInvestmentsEducation

College Savings Options: A Practical Overview

TaxTaxesOwnershipBookkeeping

Maximize Your S-Corp Health Insurance Deduction: A Step-by-Step Guide

healthcare options in retirement

HealthcareRetirement

Healthcare in Retirement – Retiring Early and Bridging the Gap to Medicare

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J.E. Simmons and
Company P.C.

15770 Dallas Parkway #150
Dallas, TX 75248
(972) 404 - 1040

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