Estate, Succession, & Exit Planning

While it’s too soon to tell if the goals set forth by the Tax Cuts and Jobs Act of 2017 (TCJA) will...

For many families, an individual retirement account can be their largest investment asset and in...

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers...

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood. They...

I recently received an email from a client who left his job. He had quite a bit of money in his...

For several decades, estate planners have been utilizing family limited partnerships (FLPs) and...

“So what happens when you die?” That’s a question that catches a lot of clients off-guard, but it’s...

Selling your closely held business has its perks.As business growth consultants, we understand...

Planning for retirement has never been easy, but changes to Social Security this year are making...