Business Succession Planning Insights

Topics

Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of these…

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue…

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift…

Every new company should launch with a business plan and keep it updated. Generally, such a plan will comprise six sections: executive summary,…

Merging with, or acquiring, another company is one of the best ways to grow rapidly. You might be able to significantly boost revenue, literally…

Love and marriage,” goes the old song: “…You can’t have one without the other.” This also holds true for sales and marketing. Even…

Connect with Us

Use the form below to send us an email. WCS responds directly to all inquiries and general questions within 24 hours of posting.