This quarterly newsletter explores the emerging legal topics related to business succession planning. Thought-leading attorneys from Moritt Hock & Hamroff’s Closely-Held/Family Business Practice Group share their legal...more
9/8/2022
/ Acquisitions ,
Business Continuity Plans ,
Business Succession ,
Compliance ,
Earn-Outs ,
EBITDA ,
Estate Tax ,
Gift Tax ,
Governance Standards ,
Income Taxes ,
Installment Agreements ,
IRS ,
Mergers ,
Purchase Price ,
Risk Management ,
Succession Planning
On September 13, the House Ways and Means Committee released a proposed plan to pay for the $3.5 trillion Build Back Better Act (the “Act”). The proposed legislation contains a variety of changes across the tax code, but the...more
With the introduction of the “For the 99.5% Act” proposed by Senator Bernie Sanders, there is an increased likelihood for sweeping federal estate and gift tax reforms occurring during the latter part of 2021. The proposed...more
We hope this newsletter finds you and your loved ones safe and healthy.
We previously noted that the coronavirus "lock down" is causing many of our clients to re-think their existing estate plans. In the past, certain estate...more
4/17/2020
/ Beneficiary Designations ,
E-Signatures ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
Health Care Proxies ,
Tax Exemptions ,
Tax Planning ,
Tax Rates