by Christine | Jan 20, 2012 | Business Succession Planning, Capital Gains |
There is a pent-up pipeline of owners who have had to put off selling in recent years because of the economy. And now that many of these companies have at least one year of profits on the books, they are more attractive to potential investors. Whether we’re coming out...
by Christine | Jan 19, 2012 | Business Succession Planning |
It has been said that seventy percent (70%) of Americans have done no estate planning. I would suspect this number may be even higher among business owners when it comes to creating an exit or succession plan for their business. If you are a small business...
by Christine | Jan 18, 2012 | Estate Planning, Qualified Personal Residence Trust (QPRT) |
Is there a way to hand off a vacation home to the next generation so that everyone still wants to spend time together there? As we head into the dreary remainder of winter, a few lucky readers and their families might just have a vacation somewhere warm in the works....
by Christine | Jan 17, 2012 | Estate Planning, Trust Administration |
Who will manage your portfolio when you’re dead? Probably not the person or company you want. Spouses and loved ones rarely follow the investment instructions left behind by the money person in the family. Your portfolio can be thought of a machine, with many moving...
by Christine | Jan 16, 2012 | Estate Tax, Gift Tax |
Schedule D is so Last Year! You were used to reporting capital gains and losses on Schedule D. Now, in most cases, use new Form 8949 to report capital gain and loss transactions. A new tax season and a new tax reporting rule for capital gains. It’s not a big change...
