2022: The Tax Tornado Is Coming From a financial/estate planner’s and estate attorneys’ point of view, Happy New Year and glad 2021 is behind us. While 2021 was a great year for consulting revenue, it left everybody paralyzed by the wealth destroying proposed...
Estate Planning: Potential Estate Tax Changes In 2021 Here’s What You Need to Know Estate planning has become a very hot topic lately, but most people think estate planning is for the uber wealthy. However, the estate tax benefits may revert back to lower levels...
2020 has been a whirlwind of a year for many Americans. Now more than ever, companies must ensure they are supporting their employees’ mental health and wellbeing, following a major increase in those reporting deterioration of their mental health since the Coronavirus...
High-performing employees are often the most valuable asset of a company. A company that cannot hold onto its best and brightest employees is likely to suffer some costly consequences. Ironically, few companies take the proper steps to minimize the risk of losing top...
We hope you had the opportunity to join us in reading Part I of our succession planning series, “Succession Planning for Business Owners: Your Business Is at Risk Without a Plan.” As we addressed in Part I, without proper planning, the sudden death of a small business...
Many business owners have the majority of their wealth wrapped up in their business. They may even plan to use it as the principal source of their retirement funding. However, unexpected life events can happen at any age and without careful planning your business may...
