When it comes time to sell a business, the most obvious goal is to secure the highest possible price. But for many owners, the
Estate planning
QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the
Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to
COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values, beliefs and goals. Soon
Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed
Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among
I believe one of the most understood transition /exit planning areas for business owners is when the goal is to move it to children,
Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article
Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is
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”
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
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,
Program produced by XPX Philadelphia. In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
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Most advisors think of transition as something that happens after the transaction. In reality, the founder’s separation from the business often begins much earlier.
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
In a closely watched decision, the National Labor Relations Board (the “NLRB” or the “Board”) set aside a union election win at a Dold
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