The Kids Are Alright, But Are They Right for the Family Business?
Passing down a family business can be both a source of pride and a complex challenge. Wealthy families often hope their children…
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Family Business
Articles and insights on Family Business from the Omni 360 Advisors team.
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Tips for Using GRATs Prior to the Effective Date for 2704 Proposed Regulations
In early August the Treasury Department issued proposed regulations that eliminate or restrict valuation discounts on family owned business under Internal Revenue…
Family Business: Steps to a Viable Succession Plan For Your Family Business (Part 2)
There is no doubt that working in a family business can be rewarding, but it might also come with some challenges. With…
Steps to a Viable Succession Plan For Your Family Business (Part 1)
Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much…
Durable Powers of Attorney and FBAR
A new reference guide from the IRS has some guidelines for Reports of Foreign Bank and Financial Accounts (FBAR). There are several…
What About Blended Families?
Planning for blended families presents particular challenges when it comes to ensuring your wishes are carried out. While every situation is unique,…
The Entrepreneur’s Dilemma: Success Tips For Passing The Family Business On To Children
Owning and operating your own business is an exciting venture, but it can present you with challenges when you are unwilling or…
One Family’s Quest to Pass on the Business
For families that own small businesses, one vital part of estate planning is succession planning. Through succession planning, a business owner plans…
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