Family Dynamics
Once you’ve built wealth, the focus often turns to asset protection and tax reduction. We’ve developed an expanded point of view, based on our work with
Once you’ve built wealth, the focus often turns to asset protection and tax reduction. We’ve developed an expanded point of view, based on our work with
Time to Watch: 51 Minutes Chris Pegg discusses tax law updates and year-end planning considerations for 2021, specifically geared for business owners. Tune in to learn more about: Legislative update for tax reform - what didn't happen and what we still might see including Possible changes to net investment income tax for S-Corps Qualified Small Business Stock
Time to Read: 6 Minutes Regardless of where they are in the business lifecycle, owners of a successful business should be considering their options for a future transition or sale. Being proactive in this process will ensure that all options are available to an owner when they decide the time is right. Should I
California Business Owners and Real Estate Investors A new state law was just passed that could reduce your overall tax bill more than 3%. This update provides insight regarding a big tax break for our clients who own Limited partnership interests Units in an LLC with multiple owners; or S-Corporation shares. You may know
Time to Read: 10 Minutes The Biden administration has proposed various tax reforms impacting wealthy Americans. Specifics are sparce, and the proposals are often, perhaps intentionally, opaque. But, given that the President’s political party holds a slim majority in the Senate and could implement many of these changes on its own (through the reconciliation process), we need to