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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