2018 Business Succession Planning Insights

Topics

If your not-for-profit is contemplating a merger or acquisition with another organization, you have a lot of work ahead of you. One of the most…

You’ve no doubt heard the old business cliché “cash is king.” And it’s true: A company in a strong cash position stands a much better…

Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones…

If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can…

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills…

No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires long-term home health care or an…

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