» Succession Planning

Why Business Owners Should Incorporate Life Insurance Into Business Succession Plans It’s a pleasure to have you with us for the eleventh article in our business succession planning series. We’re almost at the end of this enlightening journey… Read More

In our last article, we discussed how buy-sell agreements help business owners maintain control over their ventures until they exit and ensure a smooth transition to the remaining owners, heirs, or a third party. We also highlighted that funding, oft… Read More

The Critical Role of Buy-Sell Agreements in Business Succession Planning Welcome to the ninth part of our business succession planning series! If you’ve been following along, you already know how crucial succession planning is for small business ow… Read More

How To Use Trusts For Business Succession Planning In the last publication of our succession planning series, you learned about business succession planning for C-corps. Today, we’ll pivot and discuss one important structure business owners use… Read More

Business Succession Planning for C-Corps: What Every Shareholder Should Know Today’s publication of our succession planning series will dive into the nuts and bolts of business succession planning for C-Corps, building upon last week’s discus… Read More

Partnership Interests and Succession: Key Tax Issues for Family-Owned Businesses Welcome back to our business succession planning article series. In our previous article, we covered the tax considerations when transferring S-Corp shares to family mem… Read More

Transferring S-Corp Ownership: Tax Considerations for Family Succession We’re honored to have you with us as we explore the world of business succession planning. In our last article, you learned how gift tax limitations affect these programs.… Read More

Gift Tax Limitations in Succession Planning Mahatma Gandhi, an Indian lawyer and anti-colonial nationalist, has been quoted as saying, “Live as if you were to die tomorrow. Learn as if you were to live tomorrow.” For business owners, this famous… Read More