Family Law Considerations for COVID-Era Divorces
October 28, 2020 by

Family Law Considerations for COVID-Era Divorces:
Key Tax, Valuation and Other Financial Considerations

Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced.

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September 30, 2020 by

Discounts Jump on Market Volatility

If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…

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July 23, 2020 by

How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:
Why Business Owners and Advisors Should Prepare Now

…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…

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July 9, 2020 by

There May Never Be A Better Time to Transfer Wealth to Your Kids –
But is it the Best Thing for Your Family?

This may be as good as it gets. When it comes to transferring wealth to the next generation, family business owners may never again…

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May 8, 2020 by

Employee Stock Ownership Plans: Staying Proactive During Unprecedented Times

The employee stock ownership plan (“ESOP”) community has weathered economic uncertainty in times past; however, the recency of COVID-19 has presented new challenges…

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March 10, 2020 by

Calculating Economic Damages for a Superbowl Champion

We apply accepted Economic Damage Theories to create a simple, compelling story for the trier of facts.

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November 19, 2019 by

Value Driver Three: Higher Growth Potential

While growth is perhaps the most universally sought-after business objective…

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November 19, 2019 by

Value Driver Two: Lower Risk

Every valuation considers the element of risk.

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November 19, 2019 by

Value Driver One: Higher Profits and Cash Flow

Valuation methodology recognizes cash is king. Generating cash with higher earnings tends to require time.

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