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,
Tag: Tax Planning
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,
2025 Year-End Tax Planning for Charitable Giving
November 13, 2025
Changes to the tax law this year may impact your decisions regarding 2025 income taxes. For 2025, the standard deduction
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,
Tax Planning for the New Year
January 23, 2025
With the new year in full swing, it is an appropriate time for clients to revisit personal matters and for
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
Minimizing Tax Risks: Key to Structuring a Successful M&A Deal
May 2, 2024
An ounce of prevention is worth a pound of cure when it comes to merger and acquisition (M&A) deals. Incorporating
Senate Passes Inflation Reduction Act: Likely to Become Law
August 11, 2022
The Senate passed the Inflation Reduction Act of 2022 early Sunday morning after Vice President Kamala Harris cast the tie
US Department of Treasury: Proposed 2023 Federal Budget Will Close Tax Loopholes to Offset Spending
March 31, 2022
The Biden Administration released its revenue raising proposal for the Fiscal Year 2023 Budget (“FY2023 Budget”). The stated goals of
Preparing for Certainties in Life (Death & Taxes): Part 3
January 27, 2022
When to Update Your Estate Plan You did it! You completed your estate plan. Now that you have your plan