News & Analysis as of October 31, 2024

Estate Planning › Business Strategies

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

IR Global on 10/15/2024

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

8 Steps to Take Before a Successful M&A Exit

Procopio, Cory, Hargreaves & Savitch LLP on 9/19/2024

Most entrepreneurs dream of someday selling their company. There are several steps they should be taking well in advance to ensure a profitable exit. Procopio Partner Bill Eigner identified 8 key steps business owners should...more

Estate Planning for Founders - Part II: Planning with Qualified Small Business Stock

Pillsbury - Propel on 8/22/2024

This is the second of a four-part series focusing on estate planning fundamentals for founders. This article will address an important topic for owners of Qualified Small Business Stock (QSBS) as defined in Section 1202 of...more

Q&A With Anne Paape, Managing Director and Senior Fiduciary Counsel at Cresset

Robins Kaplan LLP on 6/20/2024

The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more

Estate Planning for Founders – Part I: The Core Estate Plan

Pillsbury - Propel on 6/5/2024

This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more

The Sunset of the TCJA – Tax Cuts and Jobs Act of 2017 – Is Scheduled for the End of 2025

Allen Barron, Inc. on 4/19/2024

The sunset of the TCJA – the Tax Cuts and Jobs Act of 2017, is currently scheduled for the end of 2025. The TCJA contributed substantial changes to the US tax code that have benefited many US taxpayers. How should a US...more

Preparing A Company For Sale - A Podcast with Janathan Allen

Allen Barron, Inc. on 8/10/2023

In the podcast, Preparing a Company for Sale, Janathan Allen, discusses all of the steps required to get ready to sell your business and the concepts and goals you should evaluate before you begin the process. What do you,...more

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

DarrowEverett LLP on 4/24/2023

Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more

Preparing for an Exit: Tips for a Smoother Sale of your Business

Wyrick Robbins Yates & Ponton LLP on 9/23/2022

We’re often asked what advice we’d give to business owners that have an exit transaction on the horizon. Our answer? It’s never too early to begin preparing. Below are a number of key preliminary steps that a private...more

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Estate Planning › Business Strategies

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