When Might It Make Sense to Form Your Company as…
Apr 28, 2026
Top 3 Key Takeaways Read the full article here: Updates made to Section 1202 of the Internal Revenue Code in 2025 have prompted renewed interest in the Qualified Small Business…
Living Trust or Prenuptial Agreement: Which Is Better for Protecting…
Mar 17, 2026
Key Takeaways for California Individuals and Families Seeking Asset Protection Read the full blog here: When somebody has amassed a significant estate through years of hard work and good fortune,…
Top Deal-Killing Due Diligence Issues that Ruin Deals
Mar 11, 2026
Top 3 Key Takeaways Read the full article here: When an owner is contemplating selling their business, the prospect of being able to turn any ongoing issues over to the…
Section 338(h)(10) and Section 336(e) Elections in M&A Transactions
Jan 30, 2026
Top 3 Key Takeaways Read the full article here: In previous blogs we have written about the importance of deal structure in mergers and acquisitions and the competing tax priorities…
Why Ultra-High-Net-Worth Families Can No Longer Afford to Delay Estate…
Jan 09, 2026
Top 3 Key Takeaways Definition: UHNW stands for Ultra High Net Worth Individual Read the full blog here: In the first half of 2025, uncertainty about the future of the…
Beneficiary Defective Irrevocable Trusts
Dec 17, 2025
Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…
Asset Sales vs. Stock Sales
Dec 17, 2025
Valuation and Deal Structuring, Part 1 Top 3 Key Takeaways Read the full blog here: In a business sale, the sale structure has significant implications for liability exposure and tax…
Do You Still Need a Lawyer in the Age of…
Dec 04, 2025
In a world where artificial intelligence tools are available at everyone’s fingertips, one question has become increasingly common: Do I even need a lawyer anymore? It’s a fair question—especially when…
Section 1202 Capital Gains Exclusion: How Business Owners Can Save…
Nov 07, 2025
If you’ve ever thought about selling your business and wondered, “Can I really do this without paying capital gains tax?”— you’re not alone. Many business owners have heard whispers about…
Maximizing Value and Managing Risk in M&A Transactions: Key Structuring…
Nov 05, 2025
When it comes to mergers and acquisitions, the details of deal structure can make all the difference between a smooth, value-driven transaction and one burdened with risk and inefficiency. At…
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