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A Will is not a succession plan; understanding the estate administration process and the planning that needs to be in place to protect your business and ensure a smooth transition is key. We review the critical points and most common concerns that ne...
Post-mortem strategies are essential in helping a business owner reduce tax at death. If no strategies are implemented, a shareholder’s estate and/or beneficiaries will face double and even possible triple taxation....
For most business owners, selling a business is a once in a lifetime transaction. Our experts will provide guidance on preparing your business for sale to maximize the value of your company and minimize the tax....
February 2024
June 2022