29 Sep Pay the Tax Now, Keep the Growth Forever
An intentionally defective grantor trust, or IDGT, is an irrevocable trust designed to do two things at once: remove assets from your taxable estate while keeping you responsible for the...
An intentionally defective grantor trust, or IDGT, is an irrevocable trust designed to do two things at once: remove assets from your taxable estate while keeping you responsible for the...
A business owner I work with sold his company for $40 million. Good outcome. He'd built it over 25 years. Before his earnout, his actual take-home was closer to $30...
Choosing the wrong buy-sell structure can create an unexpected tax bill years after a partner's death. Learn the difference between cross-purchase and redemption agreements, how each affects cost basis and...
Many buy-sell agreements rely on valuation formulas that become outdated as a business grows. Learn why stale valuations create disputes, funding gaps, and unnecessary legal costs—and how annual reviews help...
Every business partnership eventually ends. Learn how a properly drafted buy-sell agreement protects owners, families, employees, and business value....
Many business owners assume that forming an LLC automatically protects their business from personal creditors. In reality, some of the most important asset protection provisions are found not in the...
You closed the sale and celebrated the wire hitting your account. Then came the surprise: a post-closing working capital adjustment demanding hundreds of thousands back. Learn how buyers use working...
What happens when your business partner wants out, but you cannot afford to buy them out? For many business owners, this is one of the most financially and emotionally disruptive...
A couple I know spent two decades building a business in New Jersey. They had a solid estate plan. Revocable trust, irrevocable trusts for the kids, powers of attorney, the...
Most people spend their lives trying to reduce taxes. But some of the wealthiest families in the country intentionally choose to pay more income tax every year, because doing so...