To give is divine. To err while giving is human. For many donors eager to nail down tax deductions, contributing to charity can be as simple as writing a check. But tax laws often can be surprisingly tricky. While there are many tax-smart …
Should the business be passed on to a family member or key employee? How do I minimize the tax consequences and protect the proceeds of any sale? In business, as in life, nothing ever stays the same. Change represents renewal and growth, b…
The answer and the reasons are not what you probably think, mainly because there is a misconception by many that estate planning is about death, you know transferring property when we die. It does involve that, but it is much, much more. A…
Exit Strategies and Implementation What will ultimately become of your business? How will you transition out of it? Will you sell it? Pass it on? Simply retire? If you don't know the answer to these questions, we can help. The ideal transi…