Article-125434

December 18, 2023 |

Engaging the Next Generation is Key to Successful Family Business Transfers

It is crucial to involve the next generation early in the process of transferring a family business. By communicating openly with younger family members from ...

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Article-124135

June 1, 2023 |

Understanding the Impact of New Federal Reporting Regulations on Your Business

In today’s evolving economic landscape, staying informed about the latest legislative changes is essential for maintaining a thriving business. One such crucial amendment involves the ...

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Article-123656

September 23, 2022 |

How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ...

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Article-123438

June 16, 2022 |

Business Owners Need an Asset Protection Plan 

Protecting the today and tomorrow of your business is important, and most business owners recognize the broad range of different kinds of risks and challenges ...

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Article-122216

May 16, 2022 |

Increasing the Value of Your Business Before You Sell

Once you have made the emotional decision to sell your company, there are many different questions that must be answered shortly after. Some of these ...

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Article-121923

May 12, 2022 |

What’s Next After Selling your Business?

It can be a significant shift in your personal and professional life when you sell your company and move onto a new phase. You might ...

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Article-95743

June 12, 2018 |

What Happens When Your Estate and Your Business Planning Combines?

As you are discussing things with your estate planning attorney, you may have already started or are considering starting a new business venture. You will ...

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Article-95675

May 1, 2018 |

Entrepreneurs Need Estate Planning, Too

Young entrepreneurs have a variety of different things on their plate, and many of them may be averse to estate planning because they are concerned ...

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Article-95628

April 4, 2018 |

Planning Tips to Keep in Mind When Selling Your Business

If you currently own a business and are anticipating selling it in the future, you need to look back at your foundational documents including any ...

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Article-95618

March 29, 2018 |

What You Need to Know About Selling Your Business Without Suffering the Capital Gains Tax?

Do you own a business that has appreciated in value and you are thinking about making an exit plan? For many Americans who own a ...

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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>