26 07, 2021

Using a Minority Valuation Discount to Reduce Estate Taxes

2021-07-25T11:20:08-04:00July 26th, 2021|

While the current estate tax exemption is quite high, a closely held family business may put your estate over the limit. Careful planning is necessary to lower or completely avoid the tax, and minority valuation discounts are one strategy. Families [...]

5 11, 2018

Succession Planning for E-Commerce Brands

2018-11-08T05:33:27-05:00November 5th, 2018|

E-commerce has changed the way the world does business, offering even the smallest enterprises and solo entrepreneurs 24 hour-a-day access to customers from around the globe. While the opportunities are substantial, if you’ve created a successful e-commerce store, you know [...]

3 04, 2018

Yes, You Need a Buy / Sell Agreement

2018-04-03T05:34:28-04:00April 3rd, 2018|

Losing a business partner or a member of a closely-held corporation is difficult in many ways, both emotional and practical. But, that transition can be much more difficult if the result of your partner’s death or departure is a stranger [...]