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Succession Planning Articles

 

Tax Implications of Business Succession

Tax Implications of Business Succession

Posted by Cheryl A. Jankowski on March 17, 2025

The strategies for transferring business ownership include family transfers, trusts, employee buyouts, ESOPs, and sales to outside buyers. Each option is analyzed for its tax consequences, such as gift tax, estate tax, capital gains tax, and corporate deductions, providing a comprehensive guide to succession planning.

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Individuals: 2024 Inflation-Adjusted Tax Amounts

Individuals: 2024 Inflation-Adjusted Tax Amounts

Posted by Amanda Mooney on November 21, 2023

The IRS has announced inflation-adjusted federal tax amounts for individuals.

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The Risks of Moving a Trust to Another State Jurisdiction?

The Risks of Moving a Trust to Another State Jurisdiction?

Posted by Robert Ingrasci on April 12, 2023

The variables are many when determining whether you can move your trust to another state.

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