Articles
Do You Want a Tax-Free Retirement?
Business Exit Planning, Financial Planning
Background A client came to us concerned about the enormous tax liability they would face in...
Weighing All Your Options: How One Business Owner Made the Choice Between Selling Internally or Externally
Background: The majority owner of a lucrative firm, with approximately 50 employees, is ready to...
Life After Your Business
Most business owners have dedicated the vast majority of their adult lives to building their...
Stocks Continue to Rally, but Reopening Stocks Feel the Pinch in June
The economic recovery from the pandemic continued and equities surged during the first half of...
When do you Plan to Retire?
By the time you reach 72, your qualified retirement accounts, including your 401K and your IRA,...
Will Your Beneficiaries be Prepared for a Wealth Transfer?
All, Business Exit Planning, Financial Planning
Managing taxes and planning for long-term illness or death are essential parts of financial...
How Biden’s Proposed Tax Plan Could Affect the Sale of Your Business
There’s been lots of talk (and associated panic) about the Biden administration’s proposed tax...
Keeping it All in the Family? Understanding the Basics of a Family Business Transition
Often in a family business, especially one that is multi-generational, it is just assumed that the...
The Best Buyer for Your Business May Be Closer Than You Realize: The Internal Sale
When it comes time to sell their businesses, we find that many owners think that selling to a...
Selling Your Business to a Third Party?
An external or third-party sale is what most business owners envision when they think about...
Sell in May and Go Away
All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset...
Helpful Tax Strategies
All, Business Exit Planning, Financial Planning, Investment
Minimizing your potential income taxes requires a regular review of your financial picture and the...
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