Business Owners

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

Wealth Management for Business Owners

November 23, 2021

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.

Tax Planning for Business Owners – Strategies and Tactics

November 12, 2021

Tax planning is a big topic for business owners, especially as we get closer to the end of the year. It’s important to have a strategy in place that will help you identify avoidable costs and ensure that you’re in compliance with federal, state, and local tax laws. This blog post will walk you through these considerations and how they can affect your tax return at the end of the year. It’s never too late

Tax Saving Strategies for High Income Earners

September 1, 2021

Company executives are in a unique position that can create interesting tax challenges and opportunities. Here at SYM Financial, most executives that we work with will be in the highest marginal tax bracket during their working years — so it’s important to consider strategies that will provide current savings, or future savings opportunities, or even both. While you may not consider yourself a high earner, according to a report from US News, families that earn

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

Wealth Management for Business Owners

Tax Planning for Business Owners – Strategies and Tactics

Tax Saving Strategies for High Income Earners

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