Valuation and Deal Structuring
Oct 19, 2025
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
Oct 11, 2025
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
Oct 11, 2025
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…
Understanding QSBS: How to Qualify for Section 1202 Tax-Free Gains
Oct 11, 2025
Top 3 Takeaways from the OBBBA (July 4, 2025): Read the full article here: The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, included multiple…
What Is a Qualified Personal Residence Trust?
Sep 02, 2025
Top 3 Key Takeaways: Read the full article here: With the uncertainty surrounding the future of the lifetime gift and estate tax exemption, which is set to be cut in…
What to Do When a Vendor Fails to Deliver
Jun 20, 2025
Businesses rely on their vendors to provide contracted goods and services on time and per the agreed-upon terms of their deal to keep operations running smoothly. When a vendor fails…
What IF I Have to Shut My Business Down in…
May 08, 2025
On April 9, the Trump administration announced a 90-day pause on what it had termed “reciprocal tariffs” for nearly 60 countries plus the European Union, while leaving in place a minimum 10%…
How Trump’s America First Investment Policy Could Affect Foreign Investment
Apr 06, 2025
In late February, the White House issued a National Security Presidential Memorandum outlining its objectives for welcoming international investment in the U.S. and strengthening its private and public capital markets….
Outlook for M&A in 2025: Trends that Could Fuel Growth
Feb 23, 2025
After declines in the number of mergers and acquisitions (M&A) in 2022 and 2023, 2024 was expected to mark a year of significant growth. Although the pace of deals did…
How to Avoid Capital Gains Tax on Bitcoin Gains: Strategies…
Jan 29, 2025
Bitcoin, the world’s most well-known cryptocurrency, was invented in 2008 as a form of decentralized digital currency that has soared in value since individuals first started buying and trading it….
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