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Lindy Wealth

The Business Owner's Playbook

Introduction

The Business Owner Playbook1.1

Tax Strategy

Entity structure optimization1.1 S-Corp vs C-Corp election1.2 Quarterly tax planning1.3 Retirement contribution strategies1.4

Investment Planning

Asset allocation framework2.1 Tax-advantaged account setup2.2 Risk management principles2.3 Rebalancing strategy2.4

Wealth Building

Cash flow optimization3.1 Business liquidity planning3.2 Exit strategy preparation3.3 Estate planning fundamentals3.4 Multi-generational wealth transfer3.5

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