Disaster Planning Versus Succession Planning

Reading Time: 2 minutesBusiness owners should have an exit strategy: a plan for the time when they’re either unwilling or unable to keep running their company. Often, that planning can include a current disaster plan for relatively young business Continue Reading →

New IRS Regulation Targets Valuation Discounts on Family-Owned Businesses

Reading Time: 3 minutesOn August 4, 2016, the IRS published proposed rules that will have a significant effect on the valuation of family-owned businesses for estate and gift tax purposes. This proposed regulation Continue Reading →