For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....

For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
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”,...
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of...
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets...
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest...
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly...
Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, ...
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...
The Consolidated Appropriations Act, 2023, was signed into law on December 29, 2022 by President Biden after receiving overwhelming bi-partisan...