Succession Planning Articles
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.
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.
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.