Estate, Succession, and Exit Planning

After months of sitting in the Senate, the SECURE Act, which we warned back in June could end...

Let me cut right to the chase: Selling a business is not a retirement plan. Yet, too often, it’s...

A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot...

The U.S. Supreme Court will soon hear the case of North Carolina Department of Revenue v. the...

While it’s too soon to tell if the goals set forth by the Tax Cuts and Jobs Act of 2017 (TCJA) will...

For many families, an individual retirement account can be their largest investment asset and in...

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers...

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood.  They...

I recently received an email from a client who left his job.  He had quite a bit of money in his...