Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business.
Step 1 – Develop a Plan -
Benjamin...more
9/6/2023
/ Asset Transfer ,
Corporate Governance ,
Estate Planning ,
Estate Tax ,
Fair Market Value ,
Financial Statements ,
Internal Revenue Code (IRC) ,
Personal Brands ,
Promissory Notes ,
Property Tax ,
Revocable Trusts ,
Shareholders' Agreements ,
Small Business ,
Succession Planning ,
Wineries
- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more
9/29/2020
/ Asset Management ,
Capital Gains Tax ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gifts ,
Grantor Trusts ,
Income Taxes ,
Promissory Notes ,
Qualified Small Business Stock ,
Sale of Assets ,
Stocks ,
Tax Deferral ,
Tax Exemptions ,
Tax Planning ,
Transfer Taxes ,
Trusts ,
Wealth Management