by Becca Barth | Jan 11, 2024 | Insights
In this video, Jake Helwick teaches business owners how to navigate business transfers while maximizing gift tax exemptions. Whether your business is valued at $10 million or more, Jake simplifies the complexities, emphasizing key strategies to make the most of these...
by Becca Barth | Oct 30, 2023 | Insights
To Recession or Not to Recession: Plan for Both The biggest question surrounding the U.S. economy today is whether we, the U.S. economy, will see a recession or not in the next few years. You may have heard the expression soft or hard landing as if we were landing a...
by Becca Barth | Jul 17, 2023 | Insights
Private stock gifts can be an excellent way to fulfill your giving plans, but cutting corners onthe appraisal can prove costly. One of the greatest rewards of wealth is the joy of giving it away to help others. For many business owners, making a large gift of a...
by Becca Barth | May 22, 2023 | Insights
Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers...
