The Informed Board Podcast | CEO Succession Planning on a Clear Day
Business Better Podcast Episode: Investing in the New Mainstream Economy - A Conversation with Palladium Equity Partners
Business Succession Planning Podcast with Janathan Allen
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
THE ACCIDENTAL ENTREPRENEUR PART V video
THE ACCIDENTAL ENTREPRENEUR PART V Podcast
THE ACCIDENTAL ENTREPRENEUR PART IV
Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One
Podcast: Key ESG Considerations for Family Offices and Foundations
Digital Planning Podcast: Digital Assets in Divorce, Prenuptial and Postnuptial Agreements, Families and Minors
Estate Planning & Family Law: How To Protect Your Assets For Future Generations
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
How Do I Prepare to Sell My Business?
Stealth Lawyer: Mark Russ Federman, Appetizing Shop Owner
Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that...more
One's ownership in a closely held business (often a family business) may be affected by a separation or divorce. In many situations, the business will be joined as a party in an equitable distribution lawsuit. " One's...more
Real estate business owners face unique challenges that many business owners in other industries do not experience. The real estate market climbs and falls, contractor fees and material costs rise with inflation, and high...more
It’s true that because of the current record-high gift and estate tax exemption amount, most families don’t have to worry about transfer taxes. However, there are high net worth individuals who must continue to work to reduce...more
With the end of 2021 fast approaching, below are the top seven year-end financial planning tips Sands Anderson PC’s Trust & Estate Planning Team and Tax Team are addressing with business owners and executives...more
We recently wrote about a window of opportunity to take advantage of the rising estate and gift tax exemption before it sets. It is becoming clearer that the window may be shutting fast. The opportunity to take advantage...more
When Congress enacted tax reform in December 2017, federal gift and estate tax “basic exclusion amount” (often referred to as the “gift and estate tax exemption”) increased to $10 million per person (from $5 million), indexed...more
In 2016, we continued to experience a period of relative stability in our federal transfer tax system and have been able to plan without expecting imminent significant changes to the system. Under the American Taxpayer Relief...more
As of 2016, each person has an aggregate $5.45 million exemption from the federal gift and estate taxes. This exemption can be used either during lifetime or at death (or both, if not all of it is used for lifetime gifts)....more