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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.
Most business owners or co-owners have specific ideas and goals regarding the transfer of their business ownership interests when they pass away. However, there are numerous legal challenges and roadblocks to passing on your business interests. Passing on your...
The age-old wisdom to begin investing early and diversify across asset classes dictates that time and energy should be invested not only where the money is now, but where it will be in the future – the emerging market. That is where future philanthropists, who may not...
“There are numerous questions and issues to consider when thinking about selling or transferring your family business to outsiders or to children. There are a lot of parents who have built successful businesses. They’ve put in long hours and have sacrificed a great...
The IRS has recently announced that they are working on a project that could impact many who hold assets in limited partnership form, especially if the partners of that partnership are family members. In recent years when a family member makes a gift of limited...
More than ever, employees are sharing their lives and work experiences on social networking sites like Facebook, LinkedIn, Twitter, or Instagram. Not surprisingly, a sizable percentage of those posts convey negative information about the person’s employer or...
In a previous blog post (What’s In A Name?), we briefly discussed some risks facing a business owner when he or she fails to adequately vet and protect a tradename or logo that is critical to his or her business. In short, the impact of such an oversight can be...
If it’s the trade name of your business – the answer to that question may be “everything!” For many business owners who have toiled for years to establish long-term client relationships and a brand identity for their closely-held enterprise, the value associated with...
As you doubtless know, The American Taxpayer Relief Act of 2012 has just recently been signed into law. It extends many of the 2001, 2003 and 2009 tax cuts, allows Social Security withholding to return to prior levels and increases income tax rates; while for...
For many seller/business owners, the sale of their business represents the culmination of years of hard work, personal financial risk, and untold amounts of sacrifice and worry. To some, the sale will be the jumping-off point for other business and investment...
In Part IV of our blog regarding the sale of a business, we take a moment to focus on the need for the seller/business owner to shore up his business management infrastructure. For many closely-held businesses, this is an area in which sellers and purchasers alike are...