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
Strong market fundamentals leading into the pandemic may provide the potential for an accelerated rebound for commercial real estate.
March 2021
Key issues to consider from the Biden administration’s tax proposals.
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.
September 2020
Changing times may bring new opportunities back home.
The Race to Zero
August 2020
Making the case for fixed income investments in a historically low interest rate environment.
August 2020
Key considerations when selecting and preparing a successor for family business transition.
The CARES Act
July 2020
The President recently signed legislation providing immediate relief for families and businesses impacted by the coronavirus pandemic. Read a summary of the provisions.
July 2020
Significant changes were made recently to the business loan options aspect of the Payment Protection Program.
May 2020
The Qualified Opportunity Zone program may provide a tax incentive for private, long-term investment in economically distressed communities.
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.
May 2020
Opportunities to transfer wealth using IRS rate-linked strategies.
Before Your Child Turns 18: Five Documents You Need
April 2020
The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.
