Butler-Davis Financial Group, LLC

Deciding When to Retire: When Timing Becomes Critical Consider many factors that may affect the timing of your retirement.

Retained Voting Rights When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

Third-Party Security When selling your business — whether to a family member, a key employee, or a third party — you effectively become a lender to the business unless the sale is entirely for cash.

Deductions: Standard Deduction vs. Itemized Deductions You subtract certain deductions from your adjusted gross income (AGI) to determine your taxable income. You can subtract either the standard deduction or itemized deductions. The standard deduction is a fixed dollar amount determined according to your filing status and circumstances. Itemized deduct...

Could my family benefit from a family limited partnership? A family limited partnership is a partnership agreement that exists between family members.

Top-Hat Plans (Including SERPs) A top-hat plan is a type of nonqualified deferredcompensation (NQDC) plan that is established to provide unfunded deferred compensation benefits only to a select group ofmanagement or highly compensated employees. ("Unfunded" means that employersdon't formally set aside funds for these benefits; ins...

Death of a Family Member Checklist Here is a list of tasks that may need to be completed upon the death of a family member.

Adjusting to Life Financially after a Divorce After a divorce, it's important to take a fresh look at your finances.

Market Week: May 18, 2026 The latest issue of Market Week is available.