Skip to content
Golden Gate Wealth Management
HIDE MENU
  • About Us
    • Abu Farukh
    • Misty Farukh
    • Julie Ugale
    • The Value of a Certified Financial Planner® Professional
    • Raymond James
  • Working With Us
    • Stages of Wealth Management
    • Our Wealth Management Philosophy
    • Client Relationship Process
    • Services
  • Who We Serve
    • Retirees
    • Families
    • Women
    • Millennials
    • Business Owners
    • Healthcare Professionals
  • Knowledge Center
    • Point of View
    • Market Commentary
    • Educational Brochures
    • Insider Scoop
    • Stock Quotes
    • Financial Calculators
    • Links of Interest
    • Fun Facts
    • Investment Glossary
  • Client Center
    • Client News
    • Directions to Our Offices
    • Important Contact Information
    • Checklists
    • Statement Guides
    • Client Access Tour
    • Raymond James ATM Locations
    • Wire Transfer Information
    • Refer A Friend
  • Team News
  • Community Involvement
  • Contact Us
  • Client Access
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Calculator
    • Newsletter
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Visualize Your Future
Watch Video»
FUN FACTS
READ MORE »
THE DIFFERENCE
READ MORE »
INSIDER SCOOP
READ MORE »
San Francisco
101 California Street
Suite 4500
San Francisco, CA 94111
Phone: 415.538.5700
Fax: 855.537.4492
Map

 

linkedin facebook twitter

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
©2020 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC. Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.