News & Insights

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]

For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving […]

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]

Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set […]

One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm, […]