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    Estate, Succession, and Exit Planning

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

    Is Phantom Equity Right For Me?
    Is Phantom Equity Right For Me?
    How Much Do I Need in Retirement?
    How Much Do I Need in Retirement?
    June Market Update
    June Market Update

    The markets have been coping with many issues so far this year. Investors are navigating concerns around inflation, war, change in monetary policy,...

    Estates and Trusts
    Estates and Trusts

    As a parent, you have to protect your family when you are alive and when you are gone. The best and most comprehensive way to do this is to come up...

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    Top 100 Questions Business Owners Ask Us

    All Estate, Succession, and Exit Planning

    Is Phantom Equity Right For Me?
    Is Phantom Equity Right For Me?

    At some point as a business owner, you’ll think about incentivizing your key team members, and...

    How Much Do I Need in Retirement?
    How Much Do I Need in Retirement?

    Everyone needs to think about the amount they’ll need for retirement, yet for this topic, it seems...

    June Market Update
    June Market Update

    The markets have been coping with many issues so far this year. Investors are navigating concerns...

    Estates and Trusts
    Estates and Trusts

    As a parent, you have to protect your family when you are alive and when you are gone. The best and...

    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 of...

    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
    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...

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