Thoughtful succession planning can pave the way for a smooth transition and a thriving future for a company and its stakeholders. Here are a few techniques that business owners should consider....more
8/7/2023
/ Business Succession ,
Business Transfer Agreements ,
Buy-Sell Agreements ,
Closely Held Businesses ,
Estate Planning ,
Family Businesses ,
Gift-Tax Exemption ,
Irrevocable Trusts ,
Limited Liability Company (LLC) ,
Non-Controlling Interests ,
Recapitalization ,
Right of First Refusal ,
Succession Planning
A friend, family member, or client has just created an irrevocable trust naming you as the trustee, and you may be asking yourself, “What do I do now?”
Serving as a trustee comes with a lot of responsibility. Here are a few...more
Key points
•On Wednesday, September 15, The House Ways and Means Committee advanced a proposal for a $2.1 trillion tax increase.
•The proposal could drastically change the gift and estate tax treatment of new...more