Blog
Maximizing Value: Strategic Pre-Liquidity Planning For Business Owners
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
College Savings: Choosing The Optimal Strategy
With the average cost of a 4-year college education in the U.S. now at $145,744 ($36,436 per year) (Hanson, “Average Cost of College & Tuition”,...
Mastering The Art Of Family Meetings: A Practical Guide To Hosting
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of...
The Power Of Family Meetings: Building A Strong Foundation For Multi-Generational Wealth Transfer
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets...
Equity Compensation: Considerations For Corporate Executives
Introduction Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can...
Business Sale Transaction Structure: Minimizing Tax Liability Through An F-Reorganization
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest...
Maximizing Your Philanthropic Impact
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly...
Qualified Small Business Stock (QSBS)
An Overview and Company Qualifications Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and...
529 Rollover To Roth IRA
While most of the buzz surrounding the passage of SECURE Act 2.0 in late December 2022 was about the dozens of changes it brought to the retirement...
Recent Attention
October 20, 2023 | BY Ben Mattlin | Financial Advisor Magazine
September 19, 2023 | BY Press release | Business Wire
September 15, 2023 | BY Jessica Dickler | CNBC
September 6, 2023 | BY Patrick Villanova | SmartAsset
August 15, 2023 | BY Maryalene LaPonsie | U.S. News & World Report
August 8, 2023 | BY Victoria Zhuang | Financial Planning
July 26, 2023 | BY James Royal | Bankrate