Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article titled “The Benefits of Revocable Trusts in Estate Planning” in the Spring 2023 issue of the Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA). As revocable trusts become increasingly common in…
Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is and an overview of the basic steps Essential rules and timeline to follow in a 1031 exchange The expected net proceeds of selling a property vs using a 1031 exchange The…
Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…
These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with these for…
This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…
Program produced by XPX Philadelphia. In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…
Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this virtual educational event. Building on the May event: We will introduce a business / owner case study scenario. This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and…
Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…
Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know Three panelists and moderator, Greg Rush discuss proposed increases and examples of how they impact an owner. Moderator: Greg R. Rush Partner Dunn Rush & Co. LLC Greg Rush is a co-founder of Dunn Rush…
Program produced by XPX Atlanta. Personal Financial and Estate Planning Prior to Selling Our “owner” Sam McGraw’s marital harmony has just tanked upon confessing the business is not going to net what he and his wife “need” for retirement. Enter the personal wealth and estate planning gurus to collaborate and explore financial realities and realistic…
Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial and emotional decision of a business owner’s life, the transition out of their company, you must start somewhere. How then, does an owner prepare for an event that is the measure of his or her…
Program produced by XPX Chicago. Retirement Readiness 2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…
During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…
There is no “I” in team. It is a phrase often cited and not attributed to anyone. So, I am going out on a limb to say there is an “I” in team and it is the most critical aspect of a high-performing team. No, this is not a reference to Michael Jordan’s quote of…
There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at “longer-term” supply chain planning and changes. Some of these changes include multi-sourcing and digitizing supply chain operations. Geopolitical events and resulting tariffs/sanctions could quickly change the supply chain landscape, however, so…
Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more. See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director Steven…
Owners don’t like the “Exit” word. They tell us regularly to change it, or that talking about it is uncomfortable. It’s the elephant in the room. I understand. Anyone selling life insurance or funeral pre-planning knows that you don’t start with “So, let’s discuss what happens when you DIE.” For business owners, leaving the business…
When a periodic technology assessment results in a detailed remediation and investment roadmap, the business gains a comprehensive and strategic plan that focuses on various facets that collectively drive value. Through our experience in assisting numerous clients, we’ve seen firsthand the multitude of benefits derived from such initiatives. Here are the top benefits: Structured Risk Remediation: With…
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