Uniquely Qualified. Remarkably Determined.
With more than 80+ years of combined experience, we expertly advise each client on effective planning that protects their family and business structures today and for generations to come.
For entrepreneurs who have established and grown a successful business, the decision to sell their business is one of the most complex and difficult choices they will ever have to make. Historically, many entrepreneurs start or purchase a business with little to no...
As noted in previous blogs, the passage of the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 brought about significant changes to the federal estate tax rules. One of these changes involves the concept of “portability” of the...