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    Estate, Succession, and Exit Planning

    Our best thought leadership, relevant news, and tools to help you grow your business.

    SECURE Act Likely To Become Law: How it affects your retirement.
    SECURE Act Likely To Become Law: How it affects your retirement.
    How To Save For Retirement AND Grow Your Business
    How To Save For Retirement AND Grow Your Business
    Section 1202: The little-known tax rule that could save you big money when you sell your business.
    Section 1202: The little-known tax rule that could save you big money when you sell your business.

    A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot of attention these days thanks to the Tax Cuts and...

    Income Taxation of Out-Of-State Trusts
    Income Taxation of Out-Of-State Trusts

    The U.S. Supreme Court will soon hear the case of North Carolina Department of Revenue v. the Kimberley Rice Kaestner 1992 Family Trust. The...

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    All Estate, Succession, and Exit Planning

    SECURE Act Likely To Become Law: How it affects your retirement.
    SECURE Act Likely To Become Law: How it affects your retirement.

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

    How To Save For Retirement AND Grow Your Business
    How To Save For Retirement AND Grow Your Business

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

    Section 1202: The little-known tax rule that could save you big money when you sell your business.
    Section 1202: The little-known tax rule that could save you big money when you sell your business.

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

    Income Taxation of Out-Of-State Trusts
    Income Taxation of Out-Of-State Trusts

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

    Tax Reform's Impact on Mergers & Acquisitions

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

    Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral

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

    Mergers and Acquisitions: Basics for Small Business.

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

    Why You Need a Business Valuation (even if you don't plan on selling soon)

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

    Roth Rules: When to convert your 401(k) to a Roth IRA.

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

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