For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
Maximizing Value: Strategic Pre-Liquidity Planning For Business Owners
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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...
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)
Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, ...
529 Rollover To Roth IRA: SECURE 2.0 Real-life Applications
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...
SECURE Act 2.0
The Consolidated Appropriations Act, 2023, was signed into law on December 29, 2022 by President Biden after receiving overwhelming bi-partisan...