Three keep/sell pivot points
June 2021
Business owners often struggle with the keep/sell "what-if" scenarios; narrowing your focus to risk, timing, and control can help bring clarity.
May 2021
Learn what the tax changes proposed by President Biden may mean for you.
Legal protection for unmarried couples
May 2021
If you are in a relationship and not married, it is important to be aware of the financial and legal protections marriage provides and actions you may consider taking.
May 2021
A comparison of business transition options that allow the business to continue to be run by existing employees.
Take Control: Business Strategies in Unprecedented Times
April 2021
During these uncertain times, it may be tempting to take a wait-and-see approach but it is important to take steps to position your business appropriately during this time.
April 2021
While planning for business transitions can be complex, following a disciplined process can help owners plan and execute a successful business transition.
Private equity group vs. strategic buyer
April 2021
Key considerations when selling to a strategic buyer vs. private equity group.
March 2021
President Biden signed the American Rescue Plan Act of 2021 (the Act) to provide additional relief for individuals and businesses affected by the coronavirus pandemic.
March 2021
Strong market fundamentals leading into the pandemic may provide the potential for an accelerated rebound for commercial real estate.
March 2021
How family business governance can help prepare the next generation for a business transition
2021 outlook for business owners
January 2021
Our 2021 Outlook provides observations in four key areas to factor into your ownership review.
December 2020
Addressing common misconceptions and help identify mistakes that you may want to avoid.
Transfer on Death Designations: Advantages and Disadvantages
December 2020
Explore some of the potential advantages and disadvantages of POD/TOD designations and pitfalls to consider.
Reassessing real estate investments during the coronavirus pandemic
October 2020
Assessing the impact of COVID-19 on different property types.
October 2020
Tax gains may be deferred on real estate investments by following certain procedures.
Leveraging a Spousal Lifetime Access Trust
September 2020
A Spousal Lifetime Access Trust (SLAT) may offer the opportunity to maximize growth and tax-advantaged wealth transfer.
May 2020
Uniform Transfer to Minors Act (UTMA) accounts may help supplement college savings or be an important part of a parent’s gifting strategy.
Before Your Child Turns 18: Five Documents You Need
August 2021
The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.
