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Category Archives: Business Succession Planning
Estate Planning Now Must Include Digital Assets
Jan
03
2019
03
2019
Chuck Hadad Discusses Estate Planning in Butler Business Matters Article
In a recent news story published in Butler Business Matters, Chuck Hadad stresses that every person’s estate plan should include include provisions for passing on their digital assets. And …
It’s Official…Federal Tax Reform!
Dec
27
2017
27
2017
Wondering How Tax Reform Will Affect You or Your Business?
Tax reform is here. President Trump signed the “Tax Cuts and Jobs Act” into law on December 22, 2017. The new law will affect millions of Americans in …
3 Essential Steps to Business Succession Planning – Part 3
Jul
12
2017
12
2017
You are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …
Posted in Legal Watch, Corporate, Business Succession Planning
3 Essential Steps to Business Succession Planning – Part 2
Jul
05
2017
05
2017
You are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …
Posted in Legal Watch, Corporate, Business Succession Planning
3 Essential Steps to Business Succession Planning – Part 1
Jun
26
2017
26
2017
Business Succession Requires Intricate Planning
You have been actively involved in building your business for years and have seen its continued success, but are beginning to think about retirement. Your situation may involve a child who is part of the …
Employee Stock Ownership Plans: The Overlooked Business Owner Exit Strategy
Feb
10
2017
10
2017
Employee Stock Ownership Plans, or ESOPs for short, are gaining momentum as “baby boomers”, who are turning age 65 at a rate of 10,000 per day for nearly the next two decades, look to retire. Many owners are looking to …
Posted in Legal Watch, Business Succession Planning
Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses
Nov
09
2016
09
2016
If you own a family business and are considering transferring interests in your business to other family members through a succession plan, it’s important to gain a thorough understanding of the potential impact of recently proposed Treasury Regulations under Section …