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    Estate, Succession, and Exit Planning

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

    June Market Update from BGW Wealth
    June Market Update from BGW Wealth
    Estates and Trusts: BGW Wealth
    Estates and Trusts: BGW Wealth
    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 “stretch IRAs” and potentially end profit-sharing plans...

    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 the only plan business owners seem to have. They...

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    Top 100 Questions Business Owners Ask Us

    All Estate, Succession, and Exit Planning

    June Market Update from BGW Wealth
    June Market Update from BGW Wealth

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

    Estates and Trusts: BGW Wealth
    Estates and Trusts: BGW Wealth

    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

    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...

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