Planning the Exit: Maximizing Value Before, During, & After the Sale
May 7, 2026
For many business owners, the sale of a company is a once-in-a-lifetime liquidity event; one that, without the right planning,
Carianne S. Staudt
IRS Revenue Procedure Updates for 2026
April 16, 2026
Each year the Internal Revenue Service (IRS) releases its updated package of revenue procedures detailing how taxpayers can request guidance
New Year’s Resolution: Spend More Time with a Tax Attorney
January 29, 2026
A lot of my conversations often go the same way – I meet someone new, we start a nice conversation,
Secure Your Legacy With a Solid Succession Plan
December 18, 2025
After decades (or generations) of building an entrepreneurial success, it’s difficult for many to consider stepping back. However, change (like
The Basics of Formal Estate Planning
August 28, 2025
It’s August, and while some people are deliberately enjoying the end of summer fun, attorneys like me are quietly celebrating
Consider Tax Efficiencies During Business Succession Planning
May 1, 2025
Business succession planning is critical for ensuring the continuity and success of a company upon ownership changes. For business owners,
IRC Section 1202: Tax-Free Gains on Qualified Small Business Stock
February 27, 2025
Someone recently asked me to share some of my favorite provisions in the tax code. Of course, that’s not true,
Holiday Checklist: Eats, Events & Estate Planning
November 21, 2024
As the holiday season approaches, business owners often find themselves spending time with family and sharing meals around the table.
The Benefits of Year-Round Tax Planning
September 26, 2024
For some, it’s that extra special time of year when you’ve just finished rushing to meet the extended due date