Is Your Business Partnership Headed for Trouble?

February 3, 2026

Business partnerships often begin with optimism, shared goals, and a belief that everyone is aligned. In those early stages, many partners rely on template partnership agreements, viewing them as a quick formality rather than a critical planning tool. The problem is not that templates are illegal or poorly drafted—it’s that they are designed for average situations. And partnerships rarely break down under average conditions.

Granting Equity to Key People: Should You Restructure?

January 27, 2026

Granting equity to key people can be one of the most powerful tools a closely held business owner has to reward performance, retain talent, and align long-term incentives. But without the right entity structure, equity can quickly create unintended tax consequences, governance issues, or even loss of control.

What to Do With Highly Appreciated Stock: Gifting, Selling, or Using a Trust?

January 19, 2026

What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises for affluent families holding long-term stock positions that have grown substantially over time. While the asset’s performance may be a success story, the tax and planning implications can be complex.