Section 338(h)(10) and Section 336(e) Elections in M&A Transactions

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…

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

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

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…

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…

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…

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…

Valuation and Deal Structuring

Top 3 Takeaways for Business Owners & Executives Read the full article here: In mergers and acquisitions, putting together a successful deal is never a simple proposition. Competing buyer and…

Beneficiary Defective Irrevocable Trusts

Top 3 Takeaways for Business Owners & High-Net-Worth Individuals Read the full article here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in…

Private Placement Life Insurance

Top 3 Takeaways: Read the full article here: Passage of the One Big Beautiful Bill Act on July 4, 2025, ended an unwelcome period of uncertainty for estate planning by…