Tag Archives: business
Family Succession Planning Via Sale to Third Party When Exit Objectives Clash

Family Succession Planning Via Sale to Third Party When Exit Objectives Clash

Many business owners facing imminent exit have the enviable but difficult choice of either selling the business to an outside third party and achieving their financial objectives or, conversely, transferring the business to loyal, motivated,  key employees or family. This is nothing more, or less, than a clash of exit objectives. Take John Conover for […]

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Estate Planning for Home Care Business Owners and Their Families

Estate Planning for Home Care Business Owners and Their Families

To avoid unnecessary taxes when transferring your home care business and estate to your beneficiaries, it’s important to understand tax laws and how to use them to your advantage.  But before we jump into this discussion, we need to define “estate” first. For federal tax purposes, an estate is everything you control at the time […]

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