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  • OnPoint Wealth Partners
    2525 Market Ave Cleveland, OH 44113-3431 T: 216.230.3700 F: 216.238.4032
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Five year-end tax tips for businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Read
Read
AI could mean big things for small businesses
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
Technology & Innovation
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Read
Selling your business to those who helped you build it

How an employee stock ownership plan offers a tax-advantaged path to succession

Business Ownership
Read
AI guardrails for business owners

A short checklist for using generative AI at work

Business Ownership
Protecting your business with insurance

A review of business liability insurance options

Business Ownership
What is Qualified Small Business Stock?
Explore a tax exemption designed to reward emerging businesses and their investors
Business Ownership
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership

The future at your fingertips

OnPoint Wealth PartnersOnPoint Wealth Partners
  • On Point Wealth Partners
  • 2525 Market Ave Cleveland, OH 44113-3431
  • T: 216.230.3700
  • F: 216.238.4032
  • Map & Directions
  • Map & Directions

Investment Advisory services offered through OneSeven, an SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC. Headquarted at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments, OneSeven and OnPoint Wealth Partners are not affiliated companies